Charles Robert Wolpoff

Employer firm

The Kelly Group CRD 310140

$1.13B regulatory AUM 11 advisory clients

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

• 01/2013 → 10/2020
  Cambridge Investment Research, Inc
  Fairfield, IA
• 01/2013 → 10/2020
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 10/2020 → Present
  The Kelly Group
  Bel Air, MD

Previous Registrations

• 2013-01-07 → 2020-10-15
  Cambridge Investment Research Advisors, Inc.
  Bel Air, MD
• 2009-05-29 → 2013-01-15
  Founders Financial Securities Llc
  Westminister, MD
  Towson, MD
  Towson, MD
• 2001-10-05 → 2009-06-02
  Osaic Fa, Inc.
  Westminister, MD
  Lutherville, MD
  Vienna, VA

Other Businesses

1)CHARLES R. WOLPOFF, 15 LONGKNOLL WAY, KINGSVILLE, MD 21087. BEGAN 9/2001 AS SOLE PROPRIETOR OF INSURANCE BUSINESS. DEVOTES 0 HR/MO- NONE DURING TRADING. 2)HARFORD COMMUNITY COLLEGE, 401 THOMAS RUN RD, BEL AIR, MD 21015. BEGAN 9/2013 AS TEACHER. DEVOTES APPX 20 HRS/YR.

Exams

• S66 Uniform Combined State Law Examination
  2001-09-12

Designations

• Certified Financial Planner