Tamara Wolfe Kinney

Employer firm

Heffernan Advisory, Inc. CRD 116771

$410M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2004 → Present
  Geneos Wealth Management, Inc
  Flagstaff, AZ
• 08/2006 → 12/2025
  Ascendant Financial Solutions
  Flagstaff, AZ
• 12/2025 → Present
  Ria Heffernan Advisory Inc Dba Heffernan Financial
  Flagstaff, AZ

Other Businesses

1) WORKS AS A REGISTERED ASSISTANT UNDER RIA HEFFERNAN ADVISORY INC DBA HEFFERNAN FINANCIAL LOCATED AT BRANCH LOCATION. 2) DIAMOND CROSS LLC-OWNER. 3) NOTARY PUBLIC. 4) HEFFERNAN ADVISORY INC-EMPLOYEE. 5) RENTAL PROPERTY.

Exams

• S66 Uniform Combined State Law Examination
  2008-03-21
• S63 Uniform Securities Agent State Law Examination
  2004-08-13

Other Names

• Tammy L Wolfe
• Tammy L. Wolfe