As a senior vice president, Koletar will join the team of 24 veteran financial professionals at Sovereign Coast Wealth Advisors LLC, which is an affiliate of Sovereign Investment Group.
Koletar is a veteran having 26 years of experience in the financial services industry. He joins from Wells Fargo Advisors, where he was a senior vice president of investments and had managed US$50 million in assets.
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"The Sovereign Coast Wealth Advisors and Sovereign Investment Group teams are elated to have Michael Koletar join our family of financial professionals. His expertise in investment and wealth management, along with his dedication to clients, will integrate seamlessly with our philosophy of providing personalized service and unbiased advice with our clients’ best interests in mind," Financial Planning quoted Russell Gebhard, founder and president of Sovereign Investment Group as saying.
Meanwhile, Financial Planning quoted Koletar as adding, "I am very pleased to be associated with a firm that has access to the resources and technology I need to ensure optimal service for my clients. The range of strategies I can now offer them has expanded dramatically."
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