Advisor at Pollux Wealth Management
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Firm
Pollux Wealth Management
Location
Andover, KS 67002
Credentials
Series 65, Series 66
Industry experience
3 years
Justin Rocheleau is a financial advisor at Pollux Wealth Management in Wichita, KS, holding Series 65 and Series 66 licenses with three years of industry experience. He is also the owner of three non-investment businesses: JR Mortgage Group, Vici Funding LLC, and Rock Financial Company. Pollux Wealth Management provides portfolio management and financial planning services to individuals, trusts, estates, corporations, and private funds. The firm employs a model-based investment approach that incorporates quantitative, fundamental, technical, cyclical, and economic analysis to guide asset allocation and security selection.
Based on Pollux Wealth Management
Fixed fees may be negotiated and established as fixed fees for one year, with amounts commensurate with asset-based fees; maximum prepayment not more than $500 per client and 6 months in advance.
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $4,000,000: 0.80% $4,000,000 - $10,000,000: 0.70% $10,000,000+: 0.60%
1400 Terradyne, Suite 224
Andover, KS 67002
Kansas · Texas
Dynamo Capital LLC
2023 - Present (3 years)
Dynamo Capital Manager LLC
2023 - Present (3 years)
Pollux Wealth Management
2022 - Present (4 years)
Vici Funding LLC
2022 - 2025 (3 years)
Rock Financial Company
2021 - 2025 (4 years)
JR Mortgage Group Inc
2020 - 2025 (5 years)
Sierra Pacific Mortgage
2019 - 2020 (1 year)
Cross Country Mortgage
2018 - 2019 (1 year)
CETERA Advisor Networks LLC
2018 - 2018 (1 year)
Greystone Steak & Seafood
2017 - 2020 (3 years)
Cetera Advisor Networks
2016 - 2018 (2 years)
Gough Financial Group
2016 - 2018 (2 years)
Greater Wichita YMCA
2016 - 2016 (1 year)
Longhorn Steakhouse
2015 - 2017 (2 years)
Wichita State University
2014 - 2017 (3 years)
USA Martial Arts and Fitness
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Wichita, KS
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Series 63, Series 66
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Series 65
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Summit Wealth LLC
Series 63, Series 65
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Coordinated Financial Management
CFP®, Series 66
Wichita, KS
Tomassi Financial Planning, LLC
CFP®, PFS™, Series 65, Series 66
Valley Center, KS
Strategic Asset Management, LLC
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