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James Torben Wolverton

True Link Financial Advisors

San Francisco, CA

Denver, CO

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Current Employers
True Link Financial Advisors

505 Montgomery St. 11Th Floor, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-21
CO RA APPROVED 2026-04-21
  • CA RA
    APPROVED
    Since 2026-04-21
  • CO RA
    APPROVED
    Since 2026-04-21

Branch Locations

505 Montgomery St. 11Th Floor, San Francisco, CA 94111 • United States

Denver, CO • 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
Eldercounsel, Llc Denver CO 12/2013 04/2023
Krause Financial Services Green Bay WI 05/2023 12/2025
True Link Financial Advisors Denver CO 01/2026 Present
  • 12/2013 → 04/2023
    Eldercounsel, Llc
    Denver, CO
  • 05/2023 → 12/2025
    Krause Financial Services
    Green Bay, WI
  • 01/2026 → Present
    True Link Financial Advisors
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-21
  • S65 Uniform Investment Adviser Law Examination
    2026-04-21

View on SEC IAPD

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DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
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