Matthew Wolff (CRD# 2463965) is an Investment Advisor Representative working at Wolff Financial Management LLC in Kalamazoo, MI and has over 30 years of experience in the finance industry. Matthew Wolff 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# 5287793
Huntington Financial Advisors
CRD# 6573407
Lpl Financial LLC
CRD# 6332865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Apr 2016 - Current | 8 |
| Wolff Financial Management, LLC | Kalamazoo, MI | Apr 2015 - Current | 9 |
| Transamerica Financial Advisors, Inc. | Kalamazoo, MI | Jan 1998 - Apr 2016 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1994 |
- MI
- TX
-
Total Assets Under Management466MILLIONS
-
Total Number of Accounts1,138ACCOUNTS
-
Average Account Value$409,087
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, MI, TX
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