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Michael David Wulff

Captrust

Minnetonka, MN

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-04-21
  • MN RA
    APPROVED
    Since 2023-04-21

Branch Locations

701 Carlson Parkway Suite 420, Minnetonka, MN 55305 • 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
North Dakota State University Fargo ND 09/2013 12/2016
Welo Wealth Management Casselton ND 01/2016 10/2016
Unemployed New Brighton MN 12/2016 05/2017
Robert Half Temporary Agency St. Louis Park MN 05/2017 10/2017
Allina Health Minneapolis MN 11/2017 06/2019
Portico Benefit Services Minneapolis MN 06/2019 04/2021
Quantitative Advantage, Llc Minnetonka MN 04/2021 04/2023
Capfinancial Partners Llc (Captrust) Raleigh NC 04/2023 Present
  • 09/2013 → 12/2016
    North Dakota State University
    Fargo, ND
  • 01/2016 → 10/2016
    Welo Wealth Management
    Casselton, ND
  • 12/2016 → 05/2017
    Unemployed
    New Brighton, MN
  • 05/2017 → 10/2017
    Robert Half Temporary Agency
    St. Louis Park, MN
  • 11/2017 → 06/2019
    Allina Health
    Minneapolis, MN
  • 06/2019 → 04/2021
    Portico Benefit Services
    Minneapolis, MN
  • 04/2021 → 04/2023
    Quantitative Advantage, Llc
    Minnetonka, MN
  • 04/2023 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2021-07-19 → 2023-06-12
    Quantitative Advantage, Llc
    Minnetonka, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-19
  • S65 Uniform Investment Adviser Law Examination
    2021-07-19

View on SEC IAPD

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Other Investors

MATTHEW DAVID OSENDORF
JEANNINE LOUISE STRAND MARQUEZ
RACHAEL MICHELLE PERAZA
GRANT RONALD FJOSNE
Sean M McCullough
David Douglas Roderick
GINGER RAE EWING
MICAH CHARLES BENWAY

Other Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CRESSET ASSET MANAGEMENT, LLC · MINNETONKA, MN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · MINNETONKA, MN
CRESSET ASSET MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN
PINE RIVER CAPITAL MANAGEMENT L.P. · MINNETONKA, MN

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