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Randy Kolenda

Advisor at NorthStar Wealth Management LLC

Updated today

Firm

NorthStar Wealth Management LLC

Location

Chesterfield, VA

Credentials

Series 66

Industry experience

14 years

About

Randy Kolenda is a financial advisor at NorthStar Wealth Management LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Resurgent Financial Advisors LLC, Kingswood Capital Partners, Hayden Royal, and Wells Fargo Clearing Services. NorthStar Wealth Management provides discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to manage portfolios with a long-term focus, and offers an invitation-only Comprehensive Financial Leadership service that coordinates specialists across multiple financial disciplines.

Client services

Based on NorthStar Wealth Management LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on NorthStar Wealth Management LLC

General retirement planning Income planning General tax planning Wealth management

Occupation focus

Based on NorthStar Wealth Management LLC

Retired Founder/Business Owner Executive

Demographic focus

Based on NorthStar Wealth Management LLC

Approaching retirement Established Professionals

Fee options

Fixed

Financial Planning $15,000 fixed fee; Comprehensive Financial Leadership $42,000 fixed fee

Percentage

1.00% annually, paid quarterly in advance

Other

Account minimum: No minimum for asset management services; $2,000,000 net worth or $250,000 annual income minimum for Comprehensive Financial Leadership service Fee-only: Financial Planning fixed fee of $15,000; Comprehensive Financial Leadership fixed fee of $42,000

Location

Chesterfield, VA

Most active in

California · Idaho · Virginia

Work history

NorthStar Wealth Management LLC

2023 - Present (3 years)

Resurgent Financial Advisors LLC

2022 - 2023 (1 year)

Kingswood Capital Partners, LLC

2019 - 2023 (4 years)

Hayden Royal

2019 - 2022 (3 years)

Wells Fargo Clearing

2011 - 2019 (8 years)

Wells Fargo Clearing

2011 - 2019 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Daniel D

Series 63, Series 66

Moseley, VA

Empire Wealth Management, LLC

General retirement planning Cash flow / budgeting
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John H

CFP®, Series 66

Moseley, VA

Swift Creek Wealth Management

Wealth management
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Bradley C

Series 65

Midlothian, VA

Carnahan Capital Management, LLC

Active portfolio management

Shawn P

CFP®

Richmond, VA

Genuine Wealth Solutions

Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.

General retirement planning Gen Y/Millennials (Born 1980-1995)
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Matthew J

CFP®, CFA®, Series 65

Richmond, VA

Noble Hill Planning LLC

Tax-loss harvesting Retirement income strategy Cash flow / budgeting Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

Jonathan H

CFP®

Midlothian, VA

Hussmen Financial

Being the son of a CPA, I have always had a keen interest in finance. Along with my other two siblings, I spent a few tax seasons in my father’s office helping where I could and learning the basics of the tax universe. After my time at Virginia Tech, I spent 5 years in Northern Virginia in the hospitality industry, from country clubs to selling wine (fun!!). After the arrival of my first daughter, my wife, Emily, and I returned to our roots in Richmond. I joined his father at his firm in 2018 and made quick work of learning the financial planning world. My goal is to take the questions and stress out of my clients' financial situation, so they can live the life they’ve always wanted. I believe that everyone should have access to a financial planner, whether they have substantial assets, or are just starting to save. You’ve got questions, the Hussmen have the answers!

General tax planning Young Families Gen Y/Millennials (Born 1980-1995)
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