Kiley Juergens Wealth Management, LLC

Kiley Juergens Wealth Management, LLC (CRD# 151088) is a financial advisory firm headquartered in Olympia, WA. They manage $1,621,915,032 in 5,873 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,622
    MILLION
  • Total Number of Accounts
    5,873
    ACCOUNTS
  • Average Account Value
    $276,165
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, FL, ID, LA, MN, MT, OR, TX, WA

Financial Advisors at Kiley Juergens Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Mark T. Boyer
CRD#: 5516829
2409 Pacific Ave Se, Olympia, WA 98501

Mark Boyer (CRD# 5516829) is an Investment Advisor Representative working at Kiley Juergens Wealth Management, LLC in Olympia, WA and has over 15 years of experience in the finance industry.

2
Robert D. Heck
CRD#: 6244995
2409 Pacific Ave Se, Olympia, WA 98501

Robert Heck (CRD# 6244995) is an Investment Advisor Representative working at Kiley Juergens Wealth Management, LLC in Olympia, WA and has over 10 years of experience in the finance industry.

3
Timothy D. Hume
CRD#: 6901076
2409 Pacific Ave Se, Olympia, WA 98501

Timothy Hume (CRD# 6901076) is an Investment Advisor Representative working at Kiley Juergens Wealth Management, LLC in Olympia, WA and has over 5 years of experience in the finance industry.

4
Martin E. Juergens
CRD#: 4604990
2409 Pacific Ave Se, Olympia, WA 98501
Martin Juergens (CRD# 4604990) is an Investment Advisor Representative working at Kiley Juergens Wealth Management, LLC in Olympia, WA and has over 13 years of experience in the finance industry.
5
John F. Kiley
CRD#: 2343432
2409 Pacific Ave Se, Olympia, WA 98501

John Kiley (CRD# 2343432) is an Investment Advisor Representative working at Kiley Juergens Wealth Management, LLC in Olympia, WA and has over 30 years of experience in the finance industry.

6
Carly J. Becker
CRD#: 7804297
2409 Pacific Ave Se, Olympia, WA 98501

Carly Becker (CRD# 7804297) is an Investment Advisor Representative working at Kiley Juergens Wealth Management, LLC in Olympia, WA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.