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James Torben Wolverton

True Link Financial Advisors

San Francisco, CA

Denver, CO

CRD 8233356

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Employer firm

True Link Financial Advisors CRD 281870

$1.89B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

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

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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