Dan Wolfe (CRD# 4004010) is an Investment Advisor Representative working at Momentum Independent Network Inc. in Corydon, IN and has over 24 years of experience in the finance industry.
CRD# 6656510
Brookstone Financial
CRD# 2911331
Edward Jones
CRD# 6900594
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sws Financial Services | Ramsey, IN | Jul 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2001 |
- FL
- IN
- KY
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Total Assets Under Management1,117MILLIONS
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Total Number of Accounts3,528ACCOUNTS
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Average Account Value$316,650
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
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