Kyle Bertsche is a registered investment advisor, based in Schaumburg, IL.
Location
20 N. Martingale Road, Suite 450, Schaumburg, IL, 60173
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Monere Investments, INC.Broker
June 2025 - Present · 10 mos
Monere Wealth Management, INC.
June 2025 - Present · 10 mos
State Registrations1 state
IL
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.