Xenia Kristina Woltmann

Employer firm

Rochester Wealth Strategies, LLC CRD 299150

$204M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 03/2018
  Pnc Investments
  Rochester Hills, MI
• 11/2009 → 02/2018
  Pnc Bank
  Rochester Hills, MI
• 03/2018 → 05/2020
  Citizens Bank
  Rochester Hills, MI
• 06/2020 → Present
  Rochester Wealth Strategies
  Rochester, MI
• 06/2022 → Present
  Rochester Wealth Strategies
  Rochester, MI

Previous Registrations

• 2018-03-14 → 2020-06-02
  Citizens Securities, Inc.
  Rochester, MI
  Southgate, MI
  Southfield, MI
  Fairlawn, OH

Other Businesses

1) Sales of apparel and jewelry 2) RX Holdings LLC; Investment related: No; Location: 23701 Glenwood, Clinton Township, MI 48035; Description: Deliveries and market testing; Position Title: Co-Owner; Responsibilities Duties: Coordinator of individual projects including deliveries and marketing testing for merchants; tracking and accounting of all activities.; Start date: 2021-11-10; Hours during trading hours: 0/month; Hours outside trading hours: 90/month; Percentage of total yearly compensation expected to be derived from the business: 50.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-07
• S63 Uniform Securities Agent State Law Examination
  2000-11-08

Other Names

• Xenia Kristina Peck
• Xenia Kristina Peck
• Xenia K Peck