Michael
Rohling

Golden State Wealth Management, LLC

CRD#4481928
Investment Advisor
in San Diego, CA

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About this Advisor

Michael Rohling is a financial advisor working in San Diego, California with a total of 5 years of relevant experience. Rohling currently works for Golden State Wealth Management, LLC. Their career trajectory has included roles at Lpl Financial LLC, Independent Financial Partners and Golden State Wealth Management, LLC. Rohling holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California. Golden State Wealth Management, LLC is a registered investment business that has its headquarters in Santa Ana, CA. The company has offices in 34 locations and a total of 79 people on staff. It administers $1 billion in total assets between its 5,682 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 10 charities and foundations. Of its 5,682 client accounts, 37% are held by high-net-worth individuals who have more than $1 million in investable assets. Golden State Wealth Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on the type of services offered. However, fees billed by Golden State Wealth Management, LLC most likely consist of any blend of asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

70 W. Bernardo Dr. Suite 400
San Diego, CA 92127

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Golden State Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,415,233,203

CA Average: $7,578,581,321
Total Number of Employees

79

CA Average: 43
Total Number of Accounts

5,682

CA Average: 3,727
Average Account Size

$249,073

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Michael Rohling Work History

Michael has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Golden State Wealth Management, LLC

2009 - Present (15 years)

Lpl Financial LLC

2012 - 2018 (6 years)

Independent Financial Partners

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Rohling to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Golden State Wealth Management, LLC

Alexandre Murphy
Santa Ana, CA
Daniel Poppers
Granite Bay, CA
Robert Fleming
San Diego, CA
Travis Fago
Santa Ana, CA
John Nahas
Santa Ana, CA
Patrick Jeffs-Catone
Santa Ana, CA
Keith Martel
Calabasas, CA
Mario Vasquez
Santa Ana, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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