Unclaimed Profile

Xenia Kristina Woltmann

ROCHESTER WEALTH STRATEGIES, LLC·ROCHESTER, Michigan

SIE, Series 6, Series 6TO, Series 63, Series 65Clean record8 years registeredROCHESTER WEALTH STRATEGIES, LLC

439 S. MAIN STREET, ROCHESTER, MI 48307CRD# 4256157Firm CRD# 299150

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Xenia Kristina Woltmann · ROCHESTER, MI

Registration

CRD #4256157 · ROCHESTER WEALTH STRATEGIES, LLC · 8 years registered

Brand Profile

Not yet started

Career History

ROCHESTER WEALTH STRATEGIES, LLC

Jun 2020 – present

CITIZENS INVESTMENT SERVICES

Mar 2018 – Jun 2020

ROCHESTER, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 63

Series 65

Registration record

First registered · March 14, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROCHESTER WEALTH STRATEGIES, LLC

CRD 299150 · SEC 801-131112

AUM

$121M

Regulatory assets under management

Employees

365 client accounts

Services offered by ROCHESTER WEALTH STRATEGIES, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ROCHESTER WEALTH STRATEGIES, LLC →

Introduction

Speak with Xenia

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Xenia is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ROCHESTER?

Browse all registered financial advisors in ROCHESTER, Michigan or claim this profile if it's yours.

Browse ROCHESTER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Xenia Kristina Woltmann offer?

Xenia Kristina Woltmann specializes in Investment Management, Fee-Only Advisory. Contact their office in ROCHESTER, Michigan for a consultation.

What are Xenia Kristina Woltmann's credentials?

Xenia Kristina Woltmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Xenia Kristina Woltmann located?

Xenia Kristina Woltmann is based in ROCHESTER, Michigan, working with ROCHESTER WEALTH STRATEGIES, LLC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.

How does Xenia Kristina Woltmann charge for services?

Xenia Kristina Woltmann's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROCHESTER WEALTH STRATEGIES, LLC?

ROCHESTER WEALTH STRATEGIES, LLC has approximately 6 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →