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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-03-21 |
Branch Locations
1020 N Hickory Ave Ste 105, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wolfe Financial | Meridian | ID | 08/2005 | Present |
| Cetera Advisors Llc | Denver | CO | 10/2015 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1. Name of other business: Fixed insurance with various companies Investment related: Yes Address: Same as Registered Location Nature of business: Fixed Insurance Start Date:8/2015 Apx number of hours per week: varies, during trading hours Position/title/relationship: Insurance Agent Brief description of duties: Sells Life & Annuities 2. dba Wolfe Financial Asset Management, Inc. Investment related Address: Same as Registered Location Nature of business: Financial Services Start Date: 2/2011 owner apx 40 hours per week, 32.5 during trading hours dba for financial services 3. Tropical Sands, Inc. Not investment related Address: Same as Registered Location Real estate Started 2/2011 Owner Less than one hour per week, not during trading hours Holding corp for owners real estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-06 |
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