Kyle Daniel Bertsche
Professional Summary
Kyle Daniel Bertsche is a registered financial advisor currently at MONERE WEALTH MANAGEMENT, INC. located in Schaumburg, Illinois and MONERE INVESTMENTS, INC. located in Oak Brook, Illinois. Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Kyle has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
2 years in the financial services industry
Current & Past Employments
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Current Firm
MONERE INVESTMENTS, INC. | MONERE WEALTH MANAGEMENT, INC.
Contact Information
Main Address
20 N. Martingale Road Suite 450, Schaumburg, IL 60173Phone Number
(312) 585-3850# of Employees
10SEC notice filing (22 States and Territories)
Registered to provide investment advisory services in 22 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
555AUM (Assets Under Management)
$312,000,000Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
MONERE INVESTMENTS, INC. | MONERE WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
(6/17/2025)
(6/17/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Kyle Daniel Bertsche's CRS (Customer Relationship Summary).
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