Member · Kiley Juergens Wealth Management, LLC
Brooke L. Juergens
CRD 8052502 · Named on Form ADV at one SEC-registered adviser
At a glance
Kiley Juergens Wealth Management, LLC, an SEC-registered wealth manager based in Olympia, WA with $2.2 billion in regulatory assets, lists Brooke L. Juergens on its Form ADV as Member.
Firms and roles
- Kiley Juergens Wealth Management, LLCMemberWealth manager · Olympia, WA · $2.2B in regulatory assets
AtlasMembers
Brooke’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- Martin E. JuergensMember, Chief Executive Officer, Chief Compliance Officer, Kiley Juergens Wealth Management, LLC
- John F. KileyMember, President, Kiley Juergens Wealth Management, LLC
- Mark T. BoyerMember, Kiley Juergens Wealth Management, LLC
- Robert D. HeckMember, Kiley Juergens Wealth Management, LLC
- John F KileyMember, Kiley Juergens Wealth Management, LLC
4 more people named with Brooke on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brooke’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.