Nicholle Zoltaszek has been an investment adviser representative at Success Wealth Management since December 2023, and is not listed among the firm’s executive officers or direct owners.
Success Wealth Management LLC is a Wexford, PA firm with $110M under management, 821 clients and 15 advisers across 15 offices, as of its September 2026 filing.
Nicholle Zoltaszek’s longest registration was 7 years at Bankers Life Advisory Services, Inc. (2016–2023). Before joining Success Wealth Management in 2023, Nicholle Zoltaszek was registered through Bankers Life Advisory Services, Inc. and Investment Advisors.
- – present · 2 yearsMonroe, MI · Adviser representative · Firm CRD 299094
- Bankers Life Advisory Services, Inc.– · 7 yearsAnn Arbor, MI · Adviser representative · Firm CRD 281285
- Investment Advisors– · 5 yearsMaumee, OH · Adviser representative · Firm CRD 15708
- Edward Jones– · under a yearToledo, OH · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Nicholle Zoltaszek is registered as an investment adviser representative in Michigan, since December 2023.
- MichiganSince 1 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 May 2008 |
| Series 7 | General Securities Representative Examination | 12 May 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nicholle Ann Zoltaszek
- CRD
- 5494083
- Firm
- Success Wealth Management · CRD 299094
- Office
- 760 S MONROE ST, Monroe, MI 48182
- Registration
- Investment adviser registration
- In the industry since
- November 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Nicholle Zoltaszek work?
Nicholle Zoltaszek is an investment adviser representative registered through Success Wealth Management LLC since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Nicholle Zoltaszek a financial advisor?
Yes. Nicholle Zoltaszek has a current investment-adviser registration in Michigan, through Success Wealth Management since December 2023.
How many years of experience does Nicholle Zoltaszek have?
Nicholle Zoltaszek has 16 years in the financial industry, since November 2009, across 4 adviser firms.
What exams has Nicholle Zoltaszek passed?
Nicholle Zoltaszek has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2008. FINRA credited Nicholle Zoltaszek with the SIE, which began in October 2018.
Where did Nicholle Zoltaszek work before Success Wealth Management?
Before Success Wealth Management, Nicholle Zoltaszek was registered through Bankers Life Advisory Services, Inc., July 2016 to November 2023; Investment Advisors, June 2010 to May 2016; Edward Jones, June 2008 to December 2008.
Where is Nicholle Zoltaszek based?
Nicholle Zoltaszek’s registered office is in Monroe, MI.
Is Nicholle Zoltaszek registered with FINRA?
No. Nicholle Zoltaszek has no current broker registration.
How can I verify Nicholle Zoltaszek’s record?
Search CRD 5494083 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nicholle Zoltaszek’s full registration record.
