Julie Lobaza has been an investment adviser representative at Rochester Wealth Strategies since June 2020, and is not listed among the firm’s executive officers or direct owners. Julie Lobaza holds a Bachelor of Science in Business from Oakland University.
Rochester Wealth Strategies, LLC is a Rochester, MI firm with $204M under management, 141 clients and 4 advisers in one office, as of its August 2026 filing.
Julie Lobaza is Vice President and Wealth Manager of Rochester Wealth Strategies. Over the past two decades her career has spanned IT solutions, financial software systems, and enterprise-level data management, and she has owned and operated several businesses. She co-founded Rochester Wealth Strategies and advises business owners on succession planning, tax mitigation, and comprehensive retirement strategies.
- – present · 6 yearsRochester, MI · Adviser representative · Firm CRD 299150
Professional designations
Listed by Rochester Wealth Strategies
- Accredited Wealth Management Advisor™
Investment adviser representative registrations
Julie Lobaza is registered as an investment adviser representative in Michigan, since June 2020.
- MichiganSince 19 June 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 June 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Julie Ann-Frakes Lobaza
- CRD
- 7024766
- Firm
- Rochester Wealth Strategies · CRD 299150
- Office
- 439 S. MAIN STREET, SUITE 250, Rochester, MI 48307
- Registration
- Investment adviser registration
- In the industry since
- June 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rochesterwealth.com
Where does Julie Lobaza work?
Julie Lobaza is an investment adviser representative registered through Rochester Wealth Strategies, LLC since June 2020, and is not listed among the firm’s executive officers or direct owners.
Is Julie Lobaza a financial advisor?
Yes. Julie Lobaza has a current investment-adviser registration in Michigan, through Rochester Wealth Strategies since June 2020.
How many years of experience does Julie Lobaza have?
Julie Lobaza has 6 years in the financial industry, since June 2020, across 1 adviser firm.
What exams has Julie Lobaza passed?
Julie Lobaza passed the Series 65 in June 2020.
Where is Julie Lobaza based?
Julie Lobaza’s registered office is in Rochester, MI.
Is Julie Lobaza registered with FINRA?
No. Julie Lobaza has no current broker registration.
How can I verify Julie Lobaza’s record?
Search CRD 7024766 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julie Lobaza’s full registration record.
