Success Wealth Management LLC

Kenneth Thomas is a Series 65-licensed financial advisor at Success Wealth Management LLC with three years of industry experience. He previously worked at Gradient Advisors LLC and has held roles involving insurance sales and advisory services at M&O Marketing LLC and Gruening Health and Wealth. Thomas is also the owner of Southern Capital Solutions LLC, an advisory business. Success Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients, employing a goal-based, Modern Portfolio Theory framework for asset allocation and risk management. The firm manages approximately $96.6 million in discretionary assets and utilizes third-party sub-advisors and platforms to support client portfolios.

Isaac Ross is a financial advisor with Success Wealth Management LLC in Portland, OR, holding a Series 65 designation and one year of experience at the firm. His prior work history includes roles in hospitality and retail, as well as involvement with cycling organizations. Success Wealth Management provides discretionary investment management and financial planning to individuals and high-net-worth clients, using a goal-based, Modern Portfolio Theory framework with regular portfolio reviews and the use of third-party sub-advisors.

Daniel Grix is a financial advisor at Success Wealth Management LLC in Traverse City, MI, holding a Series 65 credential with one year of industry experience. He has worked at Success Wealth Management since 2024 and is also involved with Modern District Financial, where he has been active since 2018. Prior to his financial career, he worked at Apache Trout Bar and Grille from 2015 to 2017. Success Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm uses a goal-based, Modern Portfolio Theory approach and conducts regular account reviews, employing third-party sub-advisors while maintaining primary client contact.

Brian Goldman is a financial advisor at Success Wealth Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Forest Securities, Inc. and Questar Capital Corporation. Outside of his advisory role, he serves as an independent insurance agent offering fixed insurance products and participates in media relations for the University of Pittsburgh Athletic Department. He also serves on the board of the nonprofit organization One Day to Remember. Success Wealth Management provides discretionary investment management and financial planning to individuals and high-net-worth clients. The firm employs a goal-based, Modern Portfolio Theory framework for asset allocation and risk management, conducting regular portfolio reviews and utilizing third-party sub-advisors as needed.

Aaron Gagnier is a financial advisor at Success Wealth Management LLC with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Questar Asset Management and Capital Analysts. Outside of advising, he serves as a District Vice President managing 15 agents for an independent insurance agency. Success Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm uses a goal-based, Modern Portfolio Theory framework and conducts regular account reviews, employing third-party sub-advisors to manage client portfolios while maintaining primary client contact.

Daniel Griego is a financial advisor at Success Wealth Management LLC with three years of industry experience. He holds a Series 65 designation and has prior service in the Texas Army National Guard and currently serves as a Master Sergeant in the U.S. Army Reserve. Outside of advising, he is involved in insurance sales through American Senior Benefits of Texas. Success Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients, using a goal-based, Modern Portfolio Theory approach and engaging third-party sub-advisors as part of its portfolio management strategy.

Kendra Carano is a financial advisor at Success Wealth Management LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Hazard & Siegel Inc and New York Life Insurance Co. Outside of her advisory role, Carano operates as an independent insurance agent under Charter Financial Group. Success Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm utilizes a goal-based, Modern Portfolio Theory approach to asset allocation and risk management, conducting regular account reviews and employing third-party sub-advisors as needed.

Nicholle Zoltaszek is a financial advisor at Success Wealth Management LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at firms including Bankers Life Advisory Services and Investment Advisors. Outside of her advisory role, she is involved with American Senior Benefits, focusing on insurance sales and services. Success Wealth Management provides discretionary investment management and financial planning primarily to individuals and high-net-worth clients. The firm uses a goal-based, Modern Portfolio Theory approach and employs third-party sub-advisors while maintaining regular portfolio reviews and rebalancing.

Travis Streblow is a financial advisor at Success Wealth Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at American Senior Benefits since 2006, where he spends the majority of his time as a district sales manager involved in insurance sales and services. Success Wealth Management provides discretionary investment management and financial planning to individuals and high-net-worth clients, employing a goal-based, Modern Portfolio Theory approach with regular portfolio reviews and the use of third-party sub-advisors.

Jessica Jones is a financial advisor at Success Wealth Management LLC in Ventura, CA, with five years of industry experience. She holds a Series 65 credential and has worked with Success Wealth Management since 2020. Outside of her advisory role, Jones is the owner and CEO of Rebel Women Wealth Inc., a Feng Shui and mindset consultation business. Success Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients, utilizing a goal-based, Modern Portfolio Theory framework for asset allocation and risk management. The firm manages approximately $96.6 million in discretionary assets and employs third-party sub-advisors while maintaining primary client contact.

John Blanck is a financial advisor with Success Wealth Management LLC in Traverse City, MI, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has previously worked with The Leaders Group, Inc. and operates JB Financial LLC, where he serves as president and insurance sales manager. Blanck is also involved in insurance sales through American Senior Benefits. Success Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients, managing approximately $96.6 million in discretionary assets. The firm utilizes a goal-based, Modern Portfolio Theory approach to asset allocation and risk management, conducting regular account reviews and employing third-party sub-advisors as needed.

Gregory Brawn is a financial advisor at Success Wealth Management LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Success Wealth Management and Success Financial Solutions since 2019, following a decade at Waddell & Reed, Inc. and various insurance carriers. He is also active as a licensed insurance agent through Success Financial Solutions, dedicating a significant portion of his time to insurance sales. Success Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm applies a goal-based, Modern Portfolio Theory approach and offers ongoing portfolio management, financial plans, and consultation services.

Kelly Bandli is a financial advisor at Success Wealth Management LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Leaders Group, Inc. and American Senior Benefits. Bandli is also the president of Bandli Financial Inc., where she manages and trains agents in insurance and investment services, and co-owns Fresh Coast Host, a vacation rental business. Success Wealth Management provides discretionary investment management and financial planning to individuals and high-net-worth clients. The firm uses a goal-based, Modern Portfolio Theory approach and offers ongoing portfolio management, full financial plans, and consultation services.