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Zhaoji George Yang

Rochester Wealth Strategies, LLC

Rochester, MI

CRD 5571294

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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:

Current Employers
Rochester Wealth Strategies, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-05-29
  • MI RA
    APPROVED
    Since 2026-05-29

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
Languageline Solutions, Inc Monterey CA 02/2024 Present
Flexible Plan Investments, Ltd Bloomfield Hills MI 07/2008 03/2018
Joshua Analytical Research, Llc Rochester MI 06/2018 04/2026
Rochester Wealth Strategies, Llc Rochester MI 05/2026 Present
  • 02/2024 → Present
    Languageline Solutions, Inc
    Monterey, CA
  • 07/2008 → 03/2018
    Flexible Plan Investments, Ltd
    Bloomfield Hills, MI
  • 06/2018 → 04/2026
    Joshua Analytical Research, Llc
    Rochester, MI
  • 05/2026 → Present
    Rochester Wealth Strategies, Llc
    Rochester, MI
Previous Registrations
Other Businesses

Language interpreter. No commission applicable; hourly wage.

Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
CLARKSTON CAPITAL PARTNERS, LLC
SOLYCO CAPITAL LLC

Nearby Investors

David M. Anderson
Paul Joseph Moceri
JOSEPH EVERETT KENYON

Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · ROCHESTER, MI
CLARKSTON CAPITAL PARTNERS, LLC · ROCHESTER, MI
SOLYCO CAPITAL LLC · ROCHESTER, MI

More in Rochester, MI

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