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RK

Randy G. Kolenda

NORTHSTAR WEALTH MANAGEMENT
Chesterfield, VA
Some features on this profile are disabled
CRD#: 5954354
RK

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.
The advisor shows no other business activity.

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

BD
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

BD
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/16/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/25/2011
General Securities Representative Examination

Current Firm

NW
NORTHSTAR WEALTH MANAGEMENT LLC
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
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts131
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.

Company Information

NORTHSTAR WEALTH MANAGEMENT LLC

CRD#: 325128Chesterfield, VA

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