Michael Anthony Rohling

23 Years of Experience

1 DisclosureBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingFinancial Planning & CoachingReal Estate InvestingBusiness OwnersHigh Net Worth

Golden State Equity Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

29 advisors

Number of Clients

1,490 clients

Average Client Portfolio

$591K average

Assets Under Management

$880.4M

Fee Structure

Location

70 W. Bernardo Dr., Suite 400, San Diego, CA, 92127

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History

Regulatory History (1)

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Customer Dispute

November 2011

Award / Judgment

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Other Business ActivitiesSells Insurance

Michael operates his LPL business through Rohling Wealth Management, Inc. He also sells life insurance, long-term care, and fixed annuities through FIS Marketing and Underwriting Services of America, and provides investment advisory services through Golden State Wealth Management, LLC, dedicating nearly full-time hours to this activity.

Employment History

Current Registrations

Golden State Equity Partners, LLC

September 2022 - Present · 3 yrs 5 mos

Golden State Wealth Management, LLC

July 2018 - Present · 7 yrs 7 mos

LPL Financial LLCBroker

August 2009 - Present · 16 yrs 6 mos

Morgan Stanley Smith BarneyBroker

June 2009 - August 2009 · 2 mos

Morgan Stanley & CO. Incorporated

April 2007 - June 2009 · 2 yrs 2 mos

Morgan Stanley & CO. IncorporatedBroker

April 2007 - June 2009 · 2 yrs 2 mos

Morgan Stanley

July 2002 - April 2007 · 4 yrs 9 mos

Morgan Stanley Dw INC.Broker

May 2002 - April 2007 · 4 yrs 11 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

January 2002 - April 2002 · 3 mos

State Registrations9 states

CACOIDMNNVPATXVAWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.