James Wolf (CRD# 4604322) is an Investment Advisor Representative working at Wolf Financial Advisors LLC in Pekin, IL and has over 24 years of experience in the finance industry.
CRD# 4746685
Rp Zeigler Investment Services
CRD# 1047258
Robert W. Baird & Company Incorporated
CRD# 3039582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wolf Financial Advisors, LLC | Pekin, IL | Jan 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- IL
- TX
-
Total Assets Under Management98MILLIONS
-
Total Number of Accounts308ACCOUNTS
-
Average Account Value$319,303
- 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
IL, TX
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