Brian Wolf (CRD# 5924899) is an Investment Advisor Representative working at Bright Lantern Financial LLC in Chicago, IL and has over 13 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bright Lantern Financial LLC | Chicago, IL | Aug 2011 - Current | 12 |
| Conagra Foods | Naperville, IN | Dec 2004 - May 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2011 |
- IL
- TX
-
Total Assets Under Management13MILLIONS
-
Total Number of Accounts69ACCOUNTS
-
Average Account Value$183,325
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL, TX
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