Roland Financial Wealth Management LLC

Roland Financial Wealth Management LLC (CRD# 315175) is a financial advisory firm headquartered in Erie, PA. They manage $51,351,956 in 487 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3910 Caughey Rd, Suite 140, Erie, PA 16506
https://www.linkedin.com/company/roland-financial-wealth-management/?viewasmember=true
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    487
    ACCOUNTS
  • Average Account Value
    $105,445
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Roland Financial Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
James Keller, financial advisor Erie PA
James E. Keller
CRD#: 6065274
3910 Caughey Rd, Suite 140, Erie, PA 16506

James Keller (CRD# 6065274) is an Investment Advisor Representative working at Roland Financial Wealth Management LLC in Erie, PA and has over 9 years of experience in the finance industry.

2
Roland Kljunich, financial advisor Erie PA
Roland G. Kljunich
CRD#: 6713564
3910 Caughey Rd, Suite 140, Erie, PA 16506

Roland Kljunich (CRD# 6713564) is an Investment Advisor Representative working at Roland Financial Wealth Management LLC in Erie, PA and has over 7 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals