Julie Ann-frakes Lobaza
Investment adviser representative at Rochester Wealth Strategies, LLC
19 yearsExperience
1 stateRegistered in
$203.6MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Rochester Wealth Strategies, LLCJun 2020 to now
- Infinity Business SolutionsDec 2007 to now
- Rochester Wealth StrategiesSep 2018 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MI).
Rochester Wealth Strategies, LLC
$203.6MAssets managed
141Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7024766
- Firm CRD
- 299150