Ronald Kolash (CRD# 2378810) is an Investment Advisor Representative working at Kolash Wealth Strategies, LLC in Appleton, WI and has over 30 years of experience in the finance industry. Ronald Kolash has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kolash Wealth Strategies, Llc (158921) | Appleton, WI | Aug 2011 - Current | 12 |
| Financial Resource Center, Inc. | Appleton, WI | Nov 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2001 |
- WI
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts97ACCOUNTS
-
Average Account Value$72,959
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
WI
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