Katie D Wolfe

Current Employers

Employment History

• 01/2016 → 05/2019
  Key Investment Services Llc
  Columbus, OH
• 06/2019 → 08/2020
  First Merchants Investment Services
  Upper Arlinton, OH
• 06/2019 → 08/2020
  Cetera Investment Advisers Llc
  Upper Arlinton, OH
• 06/2019 → 08/2020
  Cetera Investment Services Llc
  St Cloud, MN
• 08/2020 → 11/2023
  Ifp Securities, Llc
  Tampa, FL
• 08/2020 → 11/2023
  Independent Financial Partners
  Tampa, FL
• 08/2020 → Present
  Ignyte Financial, Llc
  Powell, OH
• 04/2020 → Present
  Wolfe Wealth Advisors Llc
  Powell, OH
• 11/2023 → 09/2025
  Avantax Investment Services Inc.
  Powell, OH
• 11/2023 → 09/2025
  Avantax Advisory Services
  Powell, OH
• 11/2023 → 09/2025
  Avantax Insurance Agency, Llc
  Powell, OH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Powell, OH
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-11-02 → 2025-09-05
  Avantax Advisory Services
  Powell, OH
  Powell, OH
  Dallas, TX
  Dublin, OH
• 2020-08-03 → 2023-11-22
  Independent Financial Partners
  Tampa, FL
  Powell, OH
• 2019-06-26 → 2020-08-03
  Cetera Investment Advisers Llc
  Upper Arlington, OH
• 2017-02-23 → 2019-05-31
  Key Investment Services Llc
  Cleveland, OH
  Columbus, OH
  Indianapolis, IN
  Dublin, OH

Other Businesses

1) OHIO HOUSE RABBIT RESCUE POSITION: Board Member NATURE: The mission of Ohio House Rabbit Rescue is to operate the Ohio House Rabbit Adoption Center, rescue abandoned pet rabbits, offer a robust adoption program, and provide educational resources and programming on the proper care of rabbits as indoor companions. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2021 ADDRESS: 5485 N High St, Columbus OH 43214, United States DESCRIPTION: I attend board meetings, organize and run events and fundraisers. I also volunteer regularly with the organization and do whatever tasks that entails. 2) WOLFE WEALTH ADVISORS LLC POSITION: Sole Member NATURE: Used to pay for business expenses INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/23/2020 ADDRESS: 3845 Attucks Dr, Powell OH 43065, United States DESCRIPTION: Used to pay business expenses, allocating funds, balancing accounts, reviewing expenses. 3) IGNYTE FINANCIAL, LLC POSITION: Chief Operating Officer/ Financial Advisor NATURE: At Ignyte Financial I provide financial planning, investment planning, tax planning, estate planning, risk analysis services through this entity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/10/2020 ADDRESS: 3845 Attucks Dr, Powell OH 43065, United States DESCRIPTION: 1. Meeting with clients2.Analyze and monitor Investment Portfolios/ Performance3. Financial Planning4. Oversee day-to day operations of business5. Analyzing financial strengths and vulnerabilities

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-22
• S63 Uniform Securities Agent State Law Examination
  2014-02-20

Designations

Other Names

• Katie D Filbin
• Katie Diane Wolfe
• Katie Wolfe