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Julie Ann-Frakes Lobaza

Rochester Wealth Strategies, LLC

Rochester, MI

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Current Employers
Rochester Wealth Strategies, Llc

439 S. Main Street Suite 250, Rochester, MI 48307 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2020-06-19
  • MI RA
    APPROVED
    Since 2020-06-19

Branch Locations

439 S. Main Street Suite 250, Rochester, MI 48307 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rochester Wealth Strategies Rochester MI 06/2020 Present
Infinity Business Solutions Clarkston MI 12/2007 Present
Rochester Wealth Strategies Rochester MI 09/2018 03/2020
  • 06/2020 → Present
    Rochester Wealth Strategies
    Rochester, MI
  • 12/2007 → Present
    Infinity Business Solutions
    Clarkston, MI
  • 09/2018 → 03/2020
    Rochester Wealth Strategies
    Rochester, MI
Other Businesses

Owner of a technology consulting firm for small and mid-sized businesses.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-19
  • S65 Uniform Investment Adviser Law Examination
    2020-06-19
Other Names
  • Julie A Frakes
  • Julie Lobaza
  • Julie Ann Lobaza

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
CLARKSTON CAPITAL PARTNERS, LLC
SOLYCO CAPITAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
ADVIZE WEALTH MANAGEMENT

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ROBERT ALAN RUBARTH
KEVIN JOSEPH VAN DE STEENE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · ROCHESTER, MI
CLARKSTON CAPITAL PARTNERS, LLC · ROCHESTER, MI
SOLYCO CAPITAL LLC · ROCHESTER, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCHESTER, MI
LPL FINANCIAL LLC · ROCHESTER, MI
OSAIC WEALTH, INC. · Rochester, MI
J.P. MORGAN SECURITIES LLC · Rochester, MI
J.P. MORGAN SECURITIES LLC · ROCHESTER, MI

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