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Samuel David Pietrogallo

Wolff Financial Management LLC

Kalamazoo, MI

CRD 8202014

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Employer firm

Wolff Financial Management LLC CRD 283239

$613M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Wolff Financial Management Llc

5938 Venture Park Drive, Kalamazoo, MI 49009 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-02-12
  • MI RA
    APPROVED
    Since 2026-02-12

Branch Locations

5938 Venture Park Drive, Kalamazoo, MI 49009 • 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
Wolff Financial Management Kalamazoo MI 01/2024 Present
North Pines Church Portage MI 05/2022 12/2023
Consumers Credit Union Kalamazoo MI 06/2023 08/2023
Zhang Financial Portage MI 12/2020 09/2022
Western Michigan University Kalamazoo MI 09/2020 12/2023
Grand Mere Inn Stevensville MI 06/2020 08/2020
Whirlpool Corporation Benton Harbor MI 06/2019 08/2019
Koa Coloma MI 05/2018 08/2018
Lakeshore High School Stevensville MI 09/2016 06/2020
  • 01/2024 → Present
    Wolff Financial Management
    Kalamazoo, MI
  • 05/2022 → 12/2023
    North Pines Church
    Portage, MI
  • 06/2023 → 08/2023
    Consumers Credit Union
    Kalamazoo, MI
  • 12/2020 → 09/2022
    Zhang Financial
    Portage, MI
  • 09/2020 → 12/2023
    Western Michigan University
    Kalamazoo, MI
  • 06/2020 → 08/2020
    Grand Mere Inn
    Stevensville, MI
  • 06/2019 → 08/2019
    Whirlpool Corporation
    Benton Harbor, MI
  • 05/2018 → 08/2018
    Koa
    Coloma, MI
  • 09/2016 → 06/2020
    Lakeshore High School
    Stevensville, MI
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

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MORGAN STANLEY
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Nearby Investors

THOMAS J SCAMPINI
ROBERT F TIGHE
Matthew Adam Kokinis

Nearby Offices

SLEEPING GIANT CAPITAL, LLC · KALAMAZOO, MI
MORGAN STANLEY · KALAMAZOO, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Kalamazoo, MI

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