Colleen S. Krcelich

Current Employers

Employment History

• 04/2015 → 03/2020
  Hd Vest Financial Services
  Bethlehem, PA
• 04/2015 → 03/2020
  Hd Vest Advisory Services
  Bethlehem, PA
• 04/2015 → 03/2020
  Hd Vest Insurance Agency, Inc.
  Irving, TX
• 02/2001 → Present
  Mjk Rentals Llc
  Bethlehem, PA
• 08/2008 → Present
  Azevan Pharmaceuticals Inc.
  Bethlehem, PA
• 07/2017 → 06/2018
  Werner & Co Cpa'S
  Bethlehem, PA
• 12/2018 → 12/2019
  Northampton Community College
  Bethlehem, PA
• 08/2019 → 05/2020
  Cedar Crest College
  Allentown, PA
• 05/2020 → Present
  Rockland Group Wealth Management, Llc
  Bethlehem, PA
• 01/2018 → Present
  Colleen Krcelich Cpa
  Bethlehem, PA
• 05/2020 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 05/2020 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2015-04-29 → 2020-03-03
  Avantax Advisory Services
  Bethlehem, PA
• 2013-10-24 → 2015-04-02
  Mml Investors Services, Llc
  Center Valley, PA
  Bethlehem, PA
• 2006-09-26 → 2013-09-26
  Cetera Investment Advisers Llc
  Bethlehem, PA
  Bethlehem, PA

Other Businesses

1)Colleen Krcelich, CPA, 3122 Christine St., Bethlehem PA 18020, from 01/2018 to present, approx. 10 hrs./mo.2) DBA The Rockland Group - Wealth Management, LLC, 3) Azevan Pharmaceuticals, Inc., 116 Research Drive., Bethlehem PA 18015, Accountant from 08/2008 to present, approx. 2-5 hrs./mo. 4) MJK Rentals, LLC/MJK Construction, 3122 Christine St., Bethlehem PA 18020, FROM 02/2001 TO present, approx. 5-10 hrs./mo. 5) AEDC, 905 Harrison St. Allentown PA 18103, (community non-profit), Ex-Officio Board Member chair - Bridgeworks Enterprise Center, volunteer commitment from 01/2019 to present, approx. 1 hr./mo. 6) PA Society of Tax and Accounting (non-profit professional society), VP - Lehigh Valley Chapter, volunteer commitment from 07/2019 to present, approx. 0-1 hr./mo. 7) The Pennsylvania State University 2809 Saucon Valley Road Center Valley, PA, Lecturer, since 8/17/2020, 60hrs/mo 8) Trusted Advisor 9) outside insurance brokerage business 10) Colleen S Krcelich, CPA 2360 Apple St Bethlehem, PA 18015, Non-Investment-related, nature of OBA: Accountant, position/title/relationship with OBA: owner, start date: 07/01/2018, 10 hours/month, Yearly Compensation: 0, duties relating to the OBA: Prepare tax returns/bookkeeping/consulting; 11)PSTAP 20 Erford Road Suite 200A Lemoyne, PA 17043, Non-Investment-related, nature of OBA:Board member/officer/director, position/title/relationship with OBA: President - Lehigh Valley Chapter, start date: 08/02/2018, 2 hours/month, Yearly Compensation: 0, duties relating to the OBA: Attend quarterly board meetings, LV Board determines where to hold monthly meetings, who to engage as speakers for Continuing Education Courses, and determines prices for meetings; 12)The Rising Tide Community Loan Fund 1337 E 5th St Bethlehem PA 18015, Non-Investment-related, nature of OBA: Board member/officer/director, position/title/relationship with OBA: Member - Board of Directors, start date: 01/01/2020, 2 hours/month, Yearly Compensation: 0, duties relating to the OBA: Attend monthly board meetings; not a member of the loan committee; 13)MJK Rentals LLC dba MJK Construction MJK Construction LLC 2360 Apple St Bethlehem, PA 18015, Non-Investment-related, nature of OBA: Member of a Limited Liability Company, position/title/relationship with OBA: Owner/managing member/CFO, start date: 02/01/2001, 8 hours/month, Yearly Compensation 0, duties relating to the OBA: Husband runs business - rental real estate/construction; 14) Power of Attorney, Power of Attorney for my spouse, Brian Krcelich, should he not be able to handle his own affairs, Non-Investment related, Start date: 01/06/2014, 0 hours/month, Yearly Compensation: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-28
• S63 Uniform Securities Agent State Law Examination
  2007-01-19

Other Names

• Colleen A Stout
• Colleen S Krcelich
• Colleen S. Krcelich