Kolash Wealth Strategies, LLC
Kolash Wealth Strategies, LLC (CRD# 158921) is a financial advisory firm headquartered in Appleton, WI. They manage $9,100,000 in 103 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts103ACCOUNTS
Average Account Value$88,350
- 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
Ronald Kolash (CRD# 2378810) is an Investment Advisor Representative working at Kolash Wealth Strategies, LLC in Appleton, WI and has over 24 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.