AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
KB

Kyle D. Bertsche

MONERE WEALTH MANAGEMENT
SCHAUMBURG, IL 60173
CRD#: 8052414
Some features on this profile are disabled
KB
Kyle Daniel BertscheMONERE WEALTH MANAGEMENT

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.

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Daniel Bertsche's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 17, 2025 - Present

MONERE WEALTH MANAGEMENT, INC.

Office #1: 20 N. Martingale Road Suite 450, Schaumburg, IL 60173
RIA
CRD#: 173076
SCHAUMBURG, IL
Current

June 17, 2025 - Present

MONERE INVESTMENTS, INC.

Office #1: 1111 West 22nd Street Suite 630, Oak Brook, IL 60523
BD
CRD#: 105487
Oak Brook, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MONERE WEALTH MANAGEMENT, INC.
MONERE INVESTMENTS, INC. | MONERE WEALTH MANAGEMENT, INC.

CRD#: 173076 / SEC#: 801-117039

RIA
Registered Investment Advisory firm - (7/26/2019 Approved)
Florida
Registered Investment Advisory firm - (7/29/2019 Terminated)
Illinois
Registered Investment Advisory firm - (7/26/2019 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(6/17/2025)
IAR
Illinois
(6/17/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/22/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/17/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/23/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

MW
MONERE WEALTH MANAGEMENT, INC.
MONERE INVESTMENTS, INC. | MONERE WEALTH MANAGEMENT, INC.

CRD#: 173076 / SEC#: 801-117039

RIA
Registered Investment Advisory firm - (7/26/2019 Approved)
Florida
Registered Investment Advisory firm - (7/29/2019 Terminated)
Illinois
Registered Investment Advisory firm - (7/26/2019 Terminated)
Loading...

Contact information

Main Address
20 N. Martingale Road Suite 450, Schaumburg, IL 60173
Mailing Address
Phone number
(312) 585-3850
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MONERE WEALTH MANAGEMENT INC (2/3/2026)

Regulatory assets under management

Total Number of Accounts555
AUM (Assets Under Management)$ 312,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MONERE WEALTH MANAGEMENT, INC.

CRD#: 173076Schaumburg, IL 60173

TRUST BUT VERIFY

Monitor Kyle Bertsche

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Michael Walter Basile
Michael BasileAdvisorCheck Check Mark
COUNTRY CAPITAL MANAGEMENT COMPANY
RR
Chicago, IL
Justin John Dagostino
Justin DagostinoAdvisorCheck Check Mark
VERTEX PARTNERS
IAR
RR
DOWNERS GROVE, IL
JF
James FlanaganAdvisorCheck Check Mark
INDEPENDENT FINANCIAL GROUP, LLC
IAR
RR
Downers Grove, IL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.