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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-01-07 |
Branch Locations
6020 East Fulton, Ada, MI 49301 • USA
728 Pleasant St. #4, St Joseph, MI 49085 • United States
206 Court St. Ste A, Saint Joseph, MI 49085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hartwell & Wolf | St. Joseph | MI | 12/2015 | 10/2018 |
| Usa Financial Securities | Ada | MI | 08/2016 | Present |
| Wolf Advisory Services, Llc | St. Joseph | MI | 10/2018 | 10/2024 |
| Wolf Advisory Services, Llc | St. Joseph | MI | 10/2024 | Present |
WOLF ADVISORY SERVICES, LLC, DBA WOLF FINANCIAL ADVISORY . - 728 PLEASANT ST. #4, SAINT JOSEPH, MI 49085. PRESIDENT, STARTED 10/7/2024. SETTING AND EXECUTING STRATEGIC GOALS IN COLLABORATION WITH THE CEO. OVERSEEING THE FIRM'S FINANCIAL MANAGEMENT ENHANCING CLIENT RELATIONSHIPS, AND MANAGING COMPLIANCE AND OPERATIONAL FUNCTIONS. THIS ROLE IS INTEGRAL IN ENSURING THE FIRM'S GROWTH, PROFITABILITY, AND MARKET POSITIONING WITH A FOCUS ON FOSTERING A POSITIVE CULTURE AND SUPPORTING TEAM DEVELOPMENT. INVESTMENT RELATED. 210 HOURS PER MONTH DEVOTED TO BUSINESS. 140 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-02 |
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