Kenneth James Wolfe

Current Employers

Employment History

• 10/2002 → Present
  Raymond James Financial Services, Inc.
  Milwaukee, WI
• 06/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Elm Grove, WI
• 04/2013 → Present
  Instructor
  Elm Grove, WI
• 07/2019 → Present
  City Champs
  Milwaukee, WI
• 02/2016 → Present
  Entrusted Retirement Solutions
  Elm Grove, WI

Other Businesses

(1)Name of Business: Entrusted Retirement Solutions Address: 500 Elm Grove Rd Ste 108, Elm Grove, WI, 53122, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support company to run my practice (2)Name of Business: Kenneth J. Wolfe Address: 500 Elm Grove Rd Ste 108, Elm Grove, WI, 53122, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 07/18/2006 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I offer disability insurance through Berkshire/BLICOA for speciality occupational coverage to my physician clients. I also offer non-variable life insurance that I can place directly with the carrier. (3)Name of Business: Kenneth J. Wolfe Address: 2468/70 N Humboldt Blvd, Milwaukee, WI, 53212, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/03/2002 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental real estate - I own the duplex and live in the lower flat

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-22
• S63 Uniform Securities Agent State Law Examination
  1996-04-08