William Wolfe, financial advisor Leawood KS
93 score

William Wolfe

CRD Number: 5463309
Current Firm: Montage Investments, LLC

William Wolfe (CRD# 5463309) is an Investment Advisor Representative working at Montage Investments, LLC in Leawood, KS and has over 8 years of experience in the finance industry.

Similar Advisors
Clint Haynes, financial advisor Leawood KS
Clint Haynes
CRD# 4412753
Nextgen Wealth, LLC
Score
108
Similar Advisors
Paul McClain, financial advisor Leawood KS
Paul A. McClain
CRD# 1982523
Freedom Wealth Advisors, LLC
Score
102
Similar Advisors
Michael Searcy, financial advisor Leawood KS
Michael J. Searcy
CRD# 821456
Searcy Financial Services, Inc.
Score
105
Company Name Location Dates Years
Montage Securities, LLC Leawood, KS Jun 2014 - Current 2
Montage Investments Leawood, KS Jun 2014 - Current 2
Eaton Vance Management Boston, MA Feb 2012 - Jun 2014 2
Eaton Vance Distributors, Inc. Boston, MA Feb 2012 - Jun 2014 2
Eaton Vance Management Boston, MA Jul 2009 - Feb 2012 2
Eaton Vance Distributors, Inc. Boston, MA Dec 2008 - Feb 2012 3
Eaton Vance Distributors, Inc. Boston, MA Jun 2008 - Nov 2008 < 1
Eaton Vance Distributors, Inc. Boston, MA Sep 2007 - Jun 2008 < 1
Copperfield's Boston, MA Jun 2006 - Sep 2007 1
Woburn District Court Woburn, MA Aug 2006 - Aug 2007 1
Phcs Waltham, MA Nov 2006 - Feb 2007 < 1
Atlantis Partners Boston, MA Aug 2006 - Oct 2006 < 1
3l Designs Boston, MA Aug 2003 - Aug 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for William H. Wolfe
Phone Number: 913-647-9700
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    36
    MILLIONS
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $2,980,818
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

KS, MO

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.