John WolfeCRD Number: 1218558
Current Firm: John A. Wolfe & Associates, Inc.
John Wolfe (CRD# 1218558) is an Investment Advisor Representative working at John A. Wolfe & Associates, Inc. in Portage, MI and has over 34 years of experience in the finance industry. John Wolfe 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.
Prudential Financial Planning Services
Cambridge Investment Research Advisors, Inc.
Lvm Capital Management Ltd
|John A. Wolfe & Associates, Inc.||Portage, MI||Jan 1990 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1983|
|S65||NASAA Investment Advisors Law Examination||May 1991|
Total Assets Under Management460MILLIONS
Total Number of Accounts1,734ACCOUNTS
Average Account Value$265,034
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, GA, IL, IN, MD, MI, NC, NH, OH, TX, WA
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