Kyle Rolek has been Principal and Chief Compliance Officer of Rolek Wealth Management since September 2016, is a control person of the firm and directly owns 75% or more of it. Kyle Rolek holds an Economics degree from Lafayette College.
Rolek Wealth Management LLC is a Berwyn, PA firm with $239M under management, 262 clients and 1 adviser across 3 offices, as of its February 2026 filing.
Kyle Rolek founded Rolek Retirement Planning in 2015, designing a retirement planning process for those nearing retirement. After college he joined ING Financial Partners, and he went on to complete Stanford University's Value Investing program. The firm has formed partnerships with experts in tax, law and health insurance for its retirement planning.
Kyle Rolek’s longest registration is the current one, 10 years at Rolek Wealth Management since 2016. Before joining Rolek Wealth Management in 2016, Kyle Rolek was registered through Arete Wealth Advisors, LLC and Access Advisors, LLC.
- Rolek Retirement PlanningCurrent– present · 10 yearsBerwyn, PA · Adviser representative · Firm CRD 285351
- Arete Wealth Advisors, LLC– · under a yearChicago, IL · Adviser representative · Firm CRD 145488
- Access Advisors, LLC– · under a yearChicago, IL · Adviser representative · Firm CRD 174307
- McAdam LLC– · under a yearChicago, IL · Adviser representative · Firm CRD 170914
- Voya Financial Advisors, Inc.– · 5 yearsChicago, IL · Adviser representative · Firm CRD 2882
Professional designations
Listed by Rolek Wealth Management
- CFP®
Investment adviser representative registrations
Kyle Rolek is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2016; the most recent is Texas, in April 2024.
- PennsylvaniaSince 19 October 2016
- TexasResidentSince 26 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 30 January 2012 |
| Series 66 | Uniform Combined State Law Examination | 4 September 2009 |
| Series 7 | General Securities Representative Examination | 18 August 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kyle J Rolek
- CRD
- 5693355
- Firm
- Rolek Wealth Management · CRD 285351
- Role
- Principal and Chief Compliance Officer
- Office
- 1055 WESTLAKES DRIVE, SUITE 300, Berwyn, PA 19312
- Registration
- Investment adviser registration
- In the industry since
- July 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rolekretirement.com
Where does Kyle Rolek work?
Kyle Rolek has been Principal and Chief Compliance Officer of Rolek Wealth Management LLC since September 2016, and is a control person of the firm.
Is Kyle Rolek a financial advisor?
Yes. Kyle Rolek has a current investment-adviser registration in Pennsylvania and Texas, through Rolek Wealth Management since October 2016.
How many years of experience does Kyle Rolek have?
Kyle Rolek has 16 years in the financial industry, since July 2010, across 5 adviser firms.
What exams has Kyle Rolek passed?
Kyle Rolek has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in August 2009. FINRA credited Kyle Rolek with the SIE, which began in October 2018.
Where did Kyle Rolek work before Rolek Wealth Management?
Before Rolek Wealth Management, Kyle Rolek was registered through Arete Wealth Advisors, LLC, March 2016 to April 2016; Access Advisors, LLC, April 2015 to December 2015; McAdam LLC, October 2014 to March 2015; Voya Financial Advisors, Inc., September 2009 to October 2014.
Where is Kyle Rolek based?
Kyle Rolek’s registered office is in Berwyn, PA.
Is Kyle Rolek registered with FINRA?
No. Kyle Rolek has no current broker registration.
Is Kyle Rolek a CFP?
Rolek Wealth Management lists Kyle Rolek with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Kyle Rolek’s record?
Search CRD 5693355 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Rolek’s full registration record.