Woloshin Investment Management, LLC

Woloshin Investment Management, LLC (CRD# 132346) is a financial advisory firm headquartered in Medford, NJ. They manage $58,200,000 in 700 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    700
    ACCOUNTS
  • Average Account Value
    $83,143
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, MA, NC, NJ, PA, TX, VA

Financial Advisors at Woloshin Investment Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Eric T. Nelson
CRD#: 5885266
40 North Main Street, Medford, NJ 08055
100
Wealthminder
score

Eric helps his clients achieve financial independence. Eric is dedicated to learning about his clients’ personal goals and by focusing on their specific financial needs. Through a rigorous review process, Eric’s clients can realize an individualized financial strategy that helps reduce their financial risk and helps create retirement income. His main goal is to help his clients feel more financially confident in their retirement years. Eric believes that his commitment to professionalism and the cooperative development of a client’s unique, personal financial goals form the foundation of any strong financial strategy.

2
Kevin H. Akulin
CRD#: 1404374
3744 Corporate Parkway, Center Valley, PA 18034
93
Wealthminder
score

Kevin Akulin (CRD# 1404374) is an Investment Advisor Representative working at Woloshin Investment Management, LLC in Center Valley, PA and has over 17 years of experience in the finance industry.

3
Walter E. Bak
CRD#: 5900328
7 Conz Street, Northampton, MA 01060
93
Wealthminder
score

Walter Bak (CRD# 5900328) is an Investment Advisor Representative working at Woloshin Investment Management, LLC in Northampton, MA and has over 6 years of experience in the finance industry.

4
Susan B. Egan
CRD#: 5188244
40 North Main Street, Medford, NJ 08055
93
Wealthminder
score

Susan Egan (CRD# 5188244) is an Investment Advisor Representative working at Woloshin Investment Management, LLC in Medford, NJ and has over 10 years of experience in the finance industry.

5
Katie M. Woloshin
CRD#: 6063553
40 North Main Street, Medford, NJ 08055
90
Wealthminder
score

Katie Woloshin (CRD# 6063553) is an Investment Advisor Representative working at Woloshin Investment Management, LLC in Medford, NJ and has over 5 years of experience in the finance industry.

6
Donald S. Moser
CRD#: 1702225
40 North Main Street, Medford, NJ 08055
81
Wealthminder
score

Donald Moser (CRD# 1702225) is an Investment Advisor Representative working at Woloshin Investment Management, LLC in Medford, NJ and has over 24 years of experience in the finance industry.

7
Michael A. Woloshin
CRD#: 732640
40 North Main Street, Medford, NJ 08055
38
Wealthminder
score

Michael Woloshin (CRD# 732640) is an Investment Advisor Representative working at Woloshin Investment Management, LLC in Medford, NJ and has over 35 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.