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Brian Keith Roelke

KUVARE INSURANCE SERVICES, LP·ROSEMONT, Illinois
Unclaimed Profile
5600 N. RIVER ROAD, ROSEMONT, IL 60018CRD# 2411729Firm CRD# 317806
01

About

Brian Keith Roelke is a registered financial advisor based in ROSEMONT, Illinois, affiliated with KUVARE INSURANCE SERVICES, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
KUVARE INSURANCE SERVICES, LP
KUVARE ASSET MANAGEMENT
AUM
$27.6B
Regulatory assets under management
Employees
71
Total firm employees
View all advisors at KUVARE INSURANCE SERVICES, LP →
Services
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2411729
Firm CRD# 317806
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Keith Roelke offer?
Brian Keith Roelke specializes in Wealth Management. Contact their office in ROSEMONT, Illinois for a consultation.
What are Brian Keith Roelke's credentials?
Brian Keith Roelke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Keith Roelke located?
Brian Keith Roelke is based in ROSEMONT, Illinois, working with KUVARE INSURANCE SERVICES, LP. Their office serves clients in the ROSEMONT metropolitan area and surrounding communities.
How does Brian Keith Roelke charge for services?
Brian Keith Roelke's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KUVARE INSURANCE SERVICES, LP?
KUVARE INSURANCE SERVICES, LP has approximately 71 employees and manages $27.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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