Investment adviser representative · Roland Financial Wealth Management LLC
Roland G. Kljunich
CRD 6713564 · Erie, PA
At a glance
Roland G. Kljunich is an investment adviser representative with Roland Financial Wealth Management LLC in Erie, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Roland’s SEC record dates to 2016, about 10 years ago.
Current advisory firm
- Roland Financial Wealth Management LLCSince July 2021Erie, PA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Roland’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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