Unclaimed Profile

Brian Keith Roelke

KUVARE INSURANCE SERVICES, LP·ROSEMONT, Illinois

Clean recordKUVARE INSURANCE SERVICES, LP

5600 N. RIVER ROAD, ROSEMONT, IL 60018CRD# 2411729Firm CRD# 317806

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Keith Roelke · ROSEMONT, IL

Registration

CRD #2411729 · KUVARE INSURANCE SERVICES, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Brian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brian is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

KUVARE INSURANCE SERVICES, LP

KUVARE ASSET MANAGEMENT

AUM

$27.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at KUVARE INSURANCE SERVICES, LP →

Services

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2411729

Firm CRD# 317806

View on FINRA BrokerCheck →

Looking for a financial advisor in ROSEMONT?

Browse all registered financial advisors in ROSEMONT, Illinois or claim this profile if it's yours.

Browse ROSEMONT Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →