Charles Wren Wolfe

Current Employers

Employment History

• 05/2005 → 05/2023
  First Command Financial Planning Inc
  Fort Worth, TX
• 03/2006 → 05/2023
  First Command Financial Services, Inc
  Fort Worth, TX
• 12/2015 → 05/2023
  First Command Advisory Services
  Fort Worth, TX
• 05/2023 → 01/2025
  Lincoln Financial Advisors Corporation
  Naples, FL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Naples, FL

Previous Registrations

• 2023-05-25 → 2025-01-24
  Osaic Fa, Inc.
  Bonita Springs, FL
  Naples, FL
  Vienna, VA
  Naples, FL
• 2015-12-15 → 2023-06-27
  First Command Advisory Services
  Fort Worth, TX
  Bonita Springs, FL
  Fort Worth, TX
  Bonita Beach, FL
• 2006-03-10 → 2015-12-15
  First Command Brokerage Services, Inc.
  Tampa, FL
  Estero, FL
  Jacksonville Beach, FL
  Shalimar, FL
  Shalimar, FL
  Orlando, FL

Other Businesses

1) CHARLES W. WOLFE, JR. 999 VANDERBILT BEACH ROAD STE 340, 338, 355 NAPLES, FL 34108 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: SELF DUTIES: SALE AND SERVICE OF ACCIDENT AND HEALTH INSURANCE, FIXED ANNUITIES, TRADITIONAL LIFE INSURANCE. START DATE: 04/2023 HOURS PER MONTH: 50 HOURS PER MONTH DURING TRADING HOURS: 50 2) CHUCK WOLFE/PBCA 999 VANDERBILT BEACH ROAD STE 340, 338, 355 NAPLES, FL 34108 CATEGORY: CONSULTING INVESTMENT-RELATED: NO TITLE: OWNER DUTIES: EXECUTIVE COACHING OF BUSINESS OWNERS. START DATE: 04/2023 HOURS PER MONTH: 12 HOURS PER MONTH DURING TRADING HOURS: 10 3) HERITAGE FINANCIAL CONSULTANTS, LLC POSITION: Agent/Financial Planner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2025 ADDRESS: 999 Vanderbilt Beach Rd, Suite 340, Naples FL 34108, United States DESCRIPTION: Comprehensive Financial Planning primarily for Families 4) CHUCK WOLFE / PBCA POSITION: Owner NATURE: Working with business owners that come from PBCA to achieve clarity on the most important thigs to work on INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: 28395 Highgate Drive, Bonita Springs FL 34135, United States DESCRIPTION: Working with business owners that come from PBCA to achieve clarity on the most important thigs to work on. Executive coaching. 5) CHARLES W. WOLFE, JR. - INSURANCE OBA POSITION: Owner NATURE: Solicit and service insurance business INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 25 START DATE: 04/01/2023 ADDRESS: 28395 Highgate Drive, Bonita Springs FL 34135, United States DESCRIPTION: Solicit and service insurance business

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-10-12
• S65 Uniform Investment Adviser Law Examination
  2005-11-30

Other Names

• Chuck Wolfe