Ronald B. Kolash

KOLASH WEALTH STRATEGIES

APPLETON, WI 54914

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CRD#: 2378810

Professional summary

Ronald Brent Kolash, CFP® is a registered financial advisor currently at KOLASH WEALTH STRATEGIES, LLC located in Appleton, Wisconsin.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Ronald has worked at 5 firms and has passed the Series 66, Series 63, Series 7, Series 62 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

RESOURCE DIRECTOR OF FINANCIAL RESOURCE CENTER, INC, NOT INVESTMENT RELATED, CPA RELATED SERVICES, SALARIED, 30% TIME DEVOTED TO THIS. Ronald Brent Kolash is a Professional Volleyball Official. Mr. Kolash spends no more than 5 hours per week on this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Brent Kolash's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

October 4, 2011 - Present

KOLASH WEALTH STRATEGIES, LLC

Office #1: 2711 N. Mason Street, Appleton, WI 54914

RIA

CRD#: 158921

APPLETON, WI

Past

September 8, 2009 - October 17, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

APPLETON, WI

Past

September 8, 2009 - October 17, 2011

LPL FINANCIAL LLC

CRD#: 6413

APPLETON, WI

Past

January 27, 2009 - September 8, 2009

MUTUAL SERVICE CORPORATION

RIA

CRD#: 4806

APPLETON, WI

Past

November 18, 2005 - September 8, 2009

MUTUAL SERVICE CORPORATION

CRD#: 4806

APPLETON, WI

Past

March 29, 2004 - December 2, 2005

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

APPLETON, WI

Past

February 7, 2001 - December 2, 2005

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

October 15, 1993 - March 28, 2001

AMERICAN BEACON PARTNERS, INC.

CRD#: 15791

EAU CLAIRE, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(10/4/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/29/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/14/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/20/2001

General Securities Representative Examination

General Industry/Product Exam

Series 62

Date: 11/6/1995

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 6

Date: 10/14/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KOLASH WEALTH STRATEGIES, LLC

CRD#: 158921 / SEC#:

Wisconsin

Registered Investment Advisory firm - (9/23/2011 Approved)

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Contact information

Main Address

2711 N. Mason Street, Appleton, WI 54914

Mailing Address

Phone number

(920) 730-8040

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	98
AUM (Assets Under Management)	$ 8,496,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Ronald B. Kolash

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Brent Kolash's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MUTUAL SERVICE CORPORATION

MUTUAL SERVICE CORPORATION

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

AMERICAN BEACON PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/29/2001

Series 63

Date: 10/14/1993

Series 7

Date: 3/20/2001

Series 62

Date: 11/6/1995

Series 6

Date: 10/14/1993

Current Firm

KOLASH WEALTH STRATEGIES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KOLASH WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

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