Carey Wolf, financial advisor West Bend WI
96 score

Carey Wolf

CRD 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.

Similar Advisors
David Abitz, financial advisor West Bend WI
David J. Abitz
CRD# 2650834
Convergence Investment Partners, LLC
Score
96
Similar Advisors
Peter Altobelli, financial advisor West Bend WI
Peter G. Altobelli
CRD# 2601924
Reinhart Partners, Inc.
Score
96
Similar Advisors
John Augustin, financial advisor West Bend WI
John R. Augustin
CRD# 1771066
Harbour Investments, Inc.
Score
96
Professional Designations
Company Name Location Dates Years
Sii Investments West Bend, WI Feb 2014 - Current 2
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
Contact Info for Carey M. Wolf
Phone Number: 800-426-5975
Firm Website: http://www.siionline.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    4,226
    MILLIONS
  • Total Number of Accounts
    30,484
    ACCOUNTS
  • Average Account Value
    $138,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Carey Wolf and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.