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).
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Total Assets Under Management498MILLION
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Total Number of Accounts1,234ACCOUNTS
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Average Account Value$403,904
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA, CO, FL, IN, MI, NC, NH, OH, TX, WA
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.