Matthew Rolland Wolff

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 04/2015 → Present
  Wolff Financial Management, Llc
  Kalamazoo, MI

Previous Registrations

• 2005-06-01 → 2016-05-10
  Transamerica Financial Advisors, Llc
  St. Petersburg, FL
  Kalamazoo, MI
  Kalamazoo, MI
  St. Petersburg, FL
  Kalamazoo, MI
  Bryan, OH

Other Businesses

1) Independent Insurance Agent-Not investment related-5938 Venture Park Drive, Kalamazoo, MI 49009-Term Life Insurance & Fixed Annuities-Insurance Sales-8/2001-3 hrs/mth-2 during trading hrs-Provides life and annuity solutions for clients 2) Futurevest Financial LLC-Not investment related-5938 Venture Park Drive, Kalamazoo, MI 49009-real estate/one parcel consisting of vacant land-Owner-1/2007-1 hrs/mth-0 during trading hrs-Makes sure taxes and related fees are paid 3) Matthew R Wolff CPA-Not investment related-5938 Venture Park Drive, Kalamazoo, MI 49009-Tax planning and consulting-Owner-9/1995-5 hrs/mth-0 during trading hrs-Consults with individuals and small business' regarding tax questions. 4) Wolff Financial Management LLC RIA-Investment related-5938 Venture Park Drive, Kalamazoo, MI 49009-Owner-4/2016-200 hrs/mth-150 during trading hrs-Assists clients in meeting financial goals 5) PKS Financial. Not Investment Related. 5938 Venture Park Drive, Kalamazoo, MI 49009. Fixed Insurance. Insurance Sales. 05/18/2016. 3 hrs/mo; 2 hrs During Trading. Provide Insurance Solutions for Clients.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-03-16

Designations

• Certified Financial Planner

Other Names

• Matthew Rolland Wolfe
• Matthew R Wolff