Randy G. Kolenda

NORTHSTAR WEALTH MANAGEMENT LLC

Chesterfield, VA

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CRD#: 5954354

Professional summary

Randy G Kolenda, who also goes by Randy Gordon Kolenda, is a registered financial advisor currently at NORTHSTAR WEALTH MANAGEMENT LLC located in Chesterfield, Virginia.

Randy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Randy has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Randy Gordon Kolenda

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.

Insurance Agent, Investment Related, 1014 S. Spring Valley Dr. Nampa,Idaho 83686, Accident and Health, Life, and Variable Annuities Agent, Insurance Agent, 12/9/2011, less than one hour, less than one hour

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randy G Kolenda'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®

None

Experience

Current

March 22, 2023 - Present

NORTHSTAR WEALTH MANAGEMENT LLC

RIA

CRD#: 325128

Chesterfield, VA

Past

February 17, 2022 - April 10, 2023

RESURGENT ADVISORS

RIA

CRD#: 299575

Nampa, ID

Past

August 6, 2019 - February 28, 2023

KINGSWOOD CAPITAL PARTNERS, LLC

CRD#: 288898

Roseville, CA

Past

July 19, 2019 - March 31, 2022

HAYDEN ROYAL

RIA

CRD#: 170037

Roseville, CA

Past

September 19, 2011 - July 22, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

EL DORADO HILLS, CA

Past

August 26, 2011 - July 22, 2019

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

EL DORADO HILLS, CA

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

California
(3/23/2023)

IAR

Idaho
(3/22/2023)

IAR

Virginia
(3/25/2023)

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: 9/16/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/25/2011

General Securities Representative Examination

Current Firm

NORTHSTAR WEALTH MANAGEMENT LLC

CRD#: 325128 / SEC#:

California

Registered Investment Advisory firm - (3/23/2023 Approved)

Idaho

Registered Investment Advisory firm - (2/6/2023 Approved)

Virginia

Registered Investment Advisory firm - (3/25/2023 Approved)

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Contact information

Main Address

Chesterfield, VA

Mailing Address

13530 Marsh Elder Ct., Chesterfield, VA 23838

Phone number

(804) 999-0933

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	131
AUM (Assets Under Management)	$ 25,463,965

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Randy G. Kolenda

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randy G Kolenda's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHSTAR WEALTH MANAGEMENT LLC

RESURGENT ADVISORS

KINGSWOOD CAPITAL PARTNERS, LLC

HAYDEN ROYAL

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/16/2011

SIE

Date: 10/1/2018

Series 7

Date: 8/25/2011

Current Firm

NORTHSTAR WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NORTHSTAR WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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