Nicholle Ann Zoltaszek

Employer firm

Success Wealth Management LLC CRD 299094

$110M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2009 → 11/2023
  Bankers Life And Casualty
  Maumee, OH
• 05/2016 → 11/2023
  Bankers Life Securities, Inc.
  Maumee, OH
• 11/2023 → Present
  Success Wealth Management Llc
  Wexford, PA
• 11/2023 → Present
  American Senior Benefits
  Monroe, MI
• 07/2016 → 11/2023
  Bankers Life Advisory Services, Inc.
  Maumee, OH

Previous Registrations

• 2016-07-28 → 2023-11-20
  Bankers Life Advisory Services, Inc.
  Maumee, OH
  Chicago, IL
  Ann Arbor, MI
  Ann Arbor, MI
• 2010-06-16 → 2016-05-27
  Concourse Financial Group Securities, Inc.
  Toledo, OH
  Birmingham, AL
  Maumee, OH
  Birmingham, AL
• 2008-06-13 → 2008-12-23
  Edward Jones
  St Louis, MO
  Toledo, OH

Other Businesses

AMERICAN SENIOR BENEFITS; INV REL; INS AGENT; INS SALES AND SERVICES; MONROE, MI; 11/2023; APPROX 160 HRS/MO; 40 HRS DURING SEC TRADING. RENTAL PROPERTY POSITION: owner NATURE: rental home INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2016 ADDRESS: 3513 Leybourn, Toledo OH 43612, United States DESCRIPTION: i own a home that i used to live in that has the intent of being a rental property but is currently not being rented

Exams

• S66 Uniform Combined State Law Examination
  2008-05-22

Other Names

• Nicholle Ann Woodward
• Nicholle Stalker
• Nicholle Ann Stalker