John A. Wolfe & Associates, Inc.

John A. Wolfe & Associates, Inc. (CRD# 110799) is a financial advisory firm headquartered in Portage, MI. They manage $459,568,948 in 1,734 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    460
    MILLION
  • Total Number of Accounts
    1,734
    ACCOUNTS
  • Average Account Value
    $265,034
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, WA

Financial Advisors at John A. Wolfe & Associates, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
John H. Porter
CRD#: 4073235
440 West Centre Avenue, Suite 4, 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 18 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
440 West Centre Avenue, Suite 4, 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 34 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
440 West Centre Avenue, Suite 4, 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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