Alexis Abanto-Wolf, financial advisor Morrow OH

Alexis Abanto-Wolf

CRD Number: 6665238
Current Firm: U.s. Bancorp Investments, Inc.

Alexis Abanto-Wolf (CRD# 6665238) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Morrow, OH and has over 4 years of experience in the finance industry.

Similar Advisors
David Wiedmeyer, financial advisor Morrow OH
David A. Wiedmeyer
CRD# 6626957
Prudential Financial Planning Services
Similar Advisors
Michael Abbinante, financial advisor Morrow OH
Michael J. Abbinante
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
John Abbott, financial advisor Morrow OH
John M. Abbott
CRD# 2930449
Primerica Advisors
Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Mason, OH May 2016 - Current 6
U.s. Bank Mason, OH May 2015 - Oct 2019 4
Northern Kentucky University Highland Heights, KY Jan 2011 - Dec 2017 6
Fitzsimons Credit Union Aurora, CO Mar 2015 - Apr 2015 < 1
Us Bank Mason, CO Jan 2014 - Feb 2015 1
University Housing At Northern Kentucky Highland Heights, KY Dec 2012 - Dec 2013 1
Citizens Bank Of Northern Kentucky Highland Heights, KY Aug 2012 - Dec 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2017
Contact Info for Alexis G. Abanto-Wolf
Phone Number: 800-888-4700
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    14,693
    MILLIONS
  • Total Number of Accounts
    56,384
    ACCOUNTS
  • Average Account Value
    $260,580
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.