Harrison Wolfe (CRD# 6494537) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Cincinnati, OH and has over 6 years of experience in the finance industry. Harrison Wolfe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
CRD# 2076400
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Buckingham Strategic Wealth, LLC | Clayton, MO | Feb 2023 - Current | 1 |
Oxford Financial Partners | Cincinnati, OH | Jan 2018 - Jan 2023 | 5 |
Mass Mutual Life Insurance Company | Cincinnati, OH | Jun 2015 - Jan 2018 | 2 |
Mml Investors Services | Cincinnati, OH | Jun 2015 - Jan 2018 | 2 |
University Of Cincinnati | Cincinnati, OH | Oct 2013 - May 2015 | 1 |
University Of Cincinnati | Cincinnati, OH | Sep 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
S63 | Uniform Securities State Law Examination | Sep 2017 |
- OH
-
Total Assets Under Management27,028MILLIONS
-
Total Number of Accounts48,507ACCOUNTS
-
Average Account Value$557,191
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.