John Wolfe, financial advisor Portage MI
96 score

John Wolfe

CRD 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 32 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.

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Professional Designations
Company Name Location Dates Years
John A. Wolfe & Associates, Inc. Portage, MI Jan 1990 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1983
S65 NASAA Investment Advisors Law Examination May 1991
Contact Info for John A. Wolfe
Phone Number: 269-324-1988
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    432
    MILLIONS
  • Total Number of Accounts
    1,612
    ACCOUNTS
  • Average Account Value
    $267,784
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, IN, MD, MI, NC, NH, OH, TX, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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