CRD: 315175
Roland Financial Wealth Management LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-23-2021
- Office Locations
- 1
Office Locations
About Roland Financial Wealth Management LLC
Roland Financial Wealth Management (Erie, PA) provides comprehensive retirement-focused financial planning, combining wealth management and tactical investing with IRA/401(k)/403(b) rollovers, retirement income planning, and fixed insurance/annuity solutions. The team emphasizes tax-efficient and legacy/estate-tax strategies with ongoing plan adjustments. Public filings indicate ETF-centric SMA portfolios (~94% in ETFs).
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Owner & Executives
ROLAND GREGORY KLJUNICH
Chief Compliance Officer, Financial Professional, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #6713564
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Johnathan Blake Essman
--
- CRD
- #7565952
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,718,979 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,718,979 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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