John A. Wolfe & Associates, Inc.

John A. Wolfe & Associates, Inc. (CRD# 110799) is a financial advisory firm headquartered in Portage, MI. They manage $498,417,000 in 1,234 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    498
    MILLION
  • Total Number of Accounts
    1,234
    ACCOUNTS
  • Average Account Value
    $403,904
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
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IN, MI, NC, NH, OH, TX, WA

Financial Advisors at John A. Wolfe & Associates, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John A. Wolfe
CRD#: 1218558
440 West Centre Avenue, Suite 4, Portage, MI 49024

John Wolfe (CRD# 1218558) is an Investment Advisor Representative working at John A. Wolfe & Associates, Inc. in Portage, MI and has over 40 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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