Travis Wolf (CRD# 6308698) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Rockford, MI and has over 9 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Covington, KY | Jun 2021 - Current | 2 |
| Bank Of America, N.a. | Grand Rapids, MI | Jul 2020 - Jun 2021 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids, MI | Mar 2020 - Jun 2021 | 1 |
| Kestra Financial, Inc. | Battle Creek, MI | Nov 2018 - Mar 2020 | 1 |
| The Planning Group | Battle Creek, MI | Sep 2018 - Mar 2020 | 1 |
| Jpmorgan Securities LLC | Portage, MI | Feb 2014 - Sep 2018 | 4 |
| Jpmorgan Chase Bank | Portage, MI | Sep 2012 - Sep 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- MI
- TX
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Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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
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