Carey WolfCRD Number: 1027032
Current Firm: Sii Investments, Inc.
Carey Wolf (CRD# 1027032) is an Investment Advisor Representative working at Sii Investments, Inc. in West Bend, WI and has over 34 years of experience in the finance industry.
Sii Investments, Inc.
Robert W. Baird & Company Incorporated
Convergence Investment Partners, LLC
|Sii Investments||West Bend, WI||Feb 2014 - Current||3|
|Linsco/private Ledger Corp.||San Diego, CA||Mar 1986 - Feb 2014||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1982|
Total Assets Under Management4,226MILLIONS
Total Number of Accounts30,484ACCOUNTS
Average Account Value$138,626
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV