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James S. Wolf

Wolf Financial Advisors LLC

Pekin, IL

CRD 4604322

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Employer firm

Wolf Financial Advisors LLC CRD 146080

$125M regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Wolf Financial Advisors Llc

2930 Court Street, Pekin, IL 61554 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-06-28
IL RA APPROVED 2008-07-16
  • TX RA
    APPROVED_RES
    Since 2023-06-28
  • IL RA
    APPROVED
    Since 2008-07-16

Branch Locations

2930 Court Street, Pekin, IL 61554 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wolf Financial Advisors, Llc Pekin IL 01/2008 Present
Previous Registrations
  • 2000-04-20 → 2007-12-31
    Tesar Financial, Llc
  • 2002-12-20 → 2002-12-31
    Tesar Financial, Llc
    Pekin, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-20
  • S65 Uniform Investment Adviser Law Examination
    1999-12-20
Designations
  • Chartered Financial Consultant
Other Names
  • James Stephen Wolf

View on SEC IAPD

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Nearby Investors

BRIAN ROBERT MAKINEY
DANIEL LLOYD PFEIFER
Christopher Erik Petersen

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Pekin, IL
EDWARD JONES · PEKIN, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Pekin, IL

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