John A. Wolfe & Associates, Inc.

John A. Wolfe & Associates, Inc. (CRD# 110799) is a financial advisory firm headquartered in Portage, MI. They manage $431,668,448 in 1,612 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    432
    MILLION
  • Total Number of Accounts
    1,612
    ACCOUNTS
  • Average Account Value
    $267,784
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, IN, MD, MI, NC, NH, OH, TX, VA, WA, WI

Financial Advisors at John A. Wolfe & Associates, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
John H. Porter
CRD#: 4073235
3050 Old Centre Road, Suite 101, Portage, MI 49024
96
Wealthminder
score

John Porter (CRD# 4073235) is an Investment Advisor Representative working at John A. Wolfe & Associates, Inc. in Portage, MI and has over 17 years of experience in the finance industry. John Porter 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.

2
John A. Wolfe
CRD#: 1218558
3050 Old Centre Road, Suite 101, Portage, MI 49024
96
Wealthminder
score

John Wolfe (CRD# 1218558) is an Investment Advisor Representative working at John A. Wolfe & Associates, Inc. in Portage, MI and has over 33 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.

3
Janice B. Campbell
CRD#: 2365784
3050 Old Centre Road, Suite 101, Portage, MI 49024
93
Wealthminder
score

Janice Campbell (CRD# 2365784) is an Investment Advisor Representative working at John A. Wolfe & Associates, Inc. in Portage, MI and has over 24 years of experience in the finance industry.

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