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
Kolash Wealth Strategies, LLC
By the Numbers
-
Total Assets Under Management7MILLION
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Total Number of Accounts97ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at Kolash Wealth Strategies, LLC
1
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.
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