Joseph Robert Wolff

Current Employers

Employment History

• 08/2023 → Present
  Gallagher Fiduciary Advisors, Llc
  Charlotte, NC
• 07/2022 → 08/2023
  Gallagher Benefit Services, Inc.
  Charlotte, NC
• 08/2021 → 07/2022
  College
  Columbia, SC
• 06/2021 → 08/2021
  Gallagher Benefit Services, Inc.
  Charlotte, NC
• 08/2020 → 06/2021
  College
  Columbia, SC
• 06/2020 → 08/2020
  Dick's Sporting Goods
  Columbia, SC
• 08/2019 → 06/2020
  College
  Columbia, SC
• 06/2019 → 08/2019
  First Serve Management
  Chicago, IL
• 08/2018 → 06/2019
  College
  Columbia, SC
• 04/2018 → 08/2018
  High School
  Barrington, IL
• 07/2017 → 04/2018
  South Barrington Club
  South Barrington, IL
• 09/2016 → 07/2017
  High School
  Barrington, IL
• 06/2016 → 09/2016
  South Barrington Club
  South Barrington, IL
• 10/2015 → 08/2018
  Barrington Area Tennis Association
  Barrington, IL
• 12/2022 → Present
  Osaic Wealth
  Scottsdale, AZ

Other Businesses

1. GALLAGHER FIDUCIARY ADVISORS, LLC POSITION: Associate Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/26/2025 ADDRESS: 2850 Golf Road, Rolling Meadows IL 60008, United States DESCRIPTION: Work with clients in developing financial plans, managed accounts, supporting holistic financial plans and goals. Outreach to prospects to bring in as clients. Work with senior financial advisors as a junior/associate advisor. 2. GALLAGHER BENEFIT SERVICES POSITION: Associate Financial Advisor NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2025 ADDRESS: 2850 Golf Road, Rolling Meadows IL 60008, United States DESCRIPTION: Assisting clients open-end fund/fixed annuities/fixed insurance.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-01-17
• S65 Uniform Investment Adviser Law Examination
  2023-11-02