Kolash Wealth Strategies, LLC

Kolash Wealth Strategies, LLC (CRD# 158921) is a financial advisory firm headquartered in Appleton, WI. They manage $7,077,000 in 97 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2711 N. Mason Street, Appleton, WI 54914
https://www.kolashwealth.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $72,959
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Kolash Wealth Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ronald Kolash, financial advisor Appleton WI
Ronald B. Kolash
CRD#: 2378810
2711 N. Mason Street, Appleton, WI 54914

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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