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.
CRD# 6679950
Hbks Wealth Advisors
CRD# 6100972
Hbks Wealth Advisors
CRD# 4843777
Hbks Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Roland Financial Wealth Management LLC | Erie, PA | May 2021 - Current | 3 |
| Roland Financial Wealth Management, LLC | Erie, PA | May 2016 - Current | 8 |
| Roland Financial, LLC | Erie, PA | Oct 2015 - Current | 8 |
| Ae Wealth Management LLC | Topeka, KS | Sep 2016 - Dec 2022 | 6 |
| Roland Financial | Erie, PA | Jul 2014 - Oct 2015 | 1 |
| Roland Insurance Group | Erie, PA | Aug 2008 - Jul 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- PA
-
Total Assets Under Management51MILLIONS
-
Total Number of Accounts487ACCOUNTS
-
Average Account Value$105,445
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
PA
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