Travis Wolf

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

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

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Jpmorgan Chase Bank	Portage	MI	09/2012	09/2018
Jpmorgan Securities Llc	Portage	MI	02/2014	09/2018
The Planning Group	Battle Creek	MI	09/2018	03/2020
Kestra Financial, Inc.	Battle Creek	MI	11/2018	03/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Grand Rapids	MI	03/2020	06/2021
Bank Of America, N.A.	Grand Rapids	MI	07/2020	06/2021
Fidelity Investments	Covington	KY	06/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2012 → 09/2018

Jpmorgan Chase Bank

Portage, MI
02/2014 → 09/2018

Jpmorgan Securities Llc

Portage, MI
09/2018 → 03/2020

The Planning Group

Battle Creek, MI
11/2018 → 03/2020

Kestra Financial, Inc.

Battle Creek, MI
03/2020 → 06/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Grand Rapids, MI
07/2020 → 06/2021

Bank Of America, N.A.

Grand Rapids, MI
06/2021 → Present

Fidelity Investments

Covington, KY
03/2025 → Present

Fidelity Investments

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-12-02
S63	Uniform Securities Agent State Law Examination	2014-05-16