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Nicholle Ann Zoltaszek

Success Wealth Management LLC

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About Nicholle Ann Zoltaszek

Nicholle Zoltaszek is a financial advisor at Success Wealth Management LLC. Nicholle has been in the financial services industry since 2008 and is registered to provide investment advice in Michigan and Ohio. Nicholle specializes in providing financial planning and portfolio management services to individuals and businesses. Nicholle has worked for several other firms in the past, including Bankers Life Securities, Inc., ProEquities, Inc., and Edward Jones. Nicholle holds Series 7 and 66 licenses and the SIE exam.

Firm Information

Nicholle Zoltaszek is currently registered with Success Wealth Management LLC. Success Wealth Management LLC is a registered investment advisor based in Wexford, Pennsylvania. The firm provides financial planning and portfolio management services to individuals, corporations, and high net worth individuals. With 13 licensed agents, the firm manages approximately $66 million in assets. Success Wealth Management LLC has a strong track record of delivering personalized financial solutions to their clients. They are committed to helping their clients achieve their financial goals through a comprehensive approach to wealth management.
Success Wealth Management LLC

11676 PERRY HIGHWAY

WEXFORD, PA 15090

$66.00M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nicholle Zoltaszek’s Registration & Firm History

PA

06/03/2024 - Present

Success Wealth Management LLC (WEXFORD PA)

MI

05/26/2016 - 11/20/2023

BANKERS LIFE SECURITIES, INC. (ANN ARBOR MI)

OH

06/15/2010 - 05/26/2016

PROEQUITIES, INC. (MAUMEE OH)

OH

05/13/2008 - 12/23/2008

EDWARD JONES (TOLEDO OH)

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Licenses & Designations

BOTH

Issued 05/22/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Nicholle Ann Zoltaszek. Review regulatory record here.
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