Rochester Wealth Strategies, LLC

Rochester Wealth Strategies, LLC (CRD# 299150) is a financial advisory firm headquartered in Rochester, MI. They manage $107,219,128 in 343 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
439 S. Main Street, Suite 250, Rochester, MI 48307
https://www.linkedin.com/company/rochester-wealth-strategies/
By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $312,592
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Rochester Wealth Strategies, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Dominic Garcia, financial advisor Rochester MI
Dominic Garcia
CRD#: 5358850
439 South Main Street, Suite 250, Rochester, MI 48307

Dominic Garcia (CRD# 5358850) is an Investment Advisor Representative working at Rochester Wealth Strategies, LLC in Rochester, MI and has over 14 years of experience in the finance industry.

2
Mike Skoric, financial advisor Rochester MI
Mike M. Skoric
CRD#: 5046155
439 S. Main Street, Suite 250, Rochester, MI 48307

Mike Skoric (CRD# 5046155) is an Investment Advisor Representative working at Rochester Wealth Strategies, LLC in Rochester, MI and has over 17 years of experience in the finance industry.

3
Xenia Woltmann, financial advisor Rochester MI
Xenia K. Woltmann
CRD#: 4256157
439 S. Main Street, Suite 250, Rochester, MI 48307

Xenia Woltmann (CRD# 4256157) is an Investment Advisor Representative working at Rochester Wealth Strategies, LLC in Rochester, MI and has over 23 years of experience in the finance industry.

4
Julie Lobaza, financial advisor Rochester MI
Julie A. Lobaza
CRD#: 7024766
439 S. Main Street, Suite 250, Rochester, MI 48307

Julie Lobaza (CRD# 7024766) is an Investment Advisor Representative working at Rochester Wealth Strategies, LLC in Rochester, MI and has over 3 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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