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28202 Cabot Rd Suite 300, Laguna Niguel, CA 92677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-06 |
| MO | RA | APPROVED | 2022-10-27 |
| OH | RA | APPROVED | 2021-11-19 |
| IA | RA | APPROVED | 2021-05-28 |
| OR | RA | APPROVED | 2020-06-03 |
| SD | RA | APPROVED | 2020-03-26 |
| NV | RA | APPROVED | 2020-01-29 |
| ND | RA | APPROVED | 2020-01-16 |
| MN | RA | APPROVED | 2020-01-07 |
| ME | RA | APPROVED | 2020-01-03 |
| MT | RA | APPROVED | 2020-01-03 |
| VA | RA | APPROVED | 2020-01-03 |
| IL | RA | APPROVED | 2019-03-18 |
| MI | RA | APPROVED | 2019-02-15 |
| AZ | RA | APPROVED | 2019-02-12 |
| TX | RA | APPROVED_RES | 2019-02-08 |
| WI | RA | APPROVED | 2019-02-08 |
| CO | RA | APPROVED | 2019-02-07 |
| ID | RA | APPROVED | 2019-02-07 |
| UT | RA | APPROVED | 2019-02-07 |
| WA | RA | APPROVED | 2019-02-06 |
| CA | RA | APPROVED | 2014-01-10 |
Branch Locations
25909 Pala Suite 380, Mission Viejo, CA 92691 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thomas J. Wolf | Laguna Niguel | CA | 06/1987 | Present |
| Tcfg Wealth Management, Llc | Laguna Niguel | CA | 10/2013 | Present |
| Tcfg Investment Advisors, Llc | Laguna Niguel | CA | 10/2013 | Present |
| Tcfg Insurance Solutions, Llc | Laguna Niguel | CA | 10/2013 | 12/2024 |
|Not Investment Related|CLHSA California Lutheran High School Association|Board Member|31970 Wildomar Trail, Wildomar, CA 92595| 3 hours/month| | TCFG INVESTMENT ADVISORS, LLC Investment Advisor | |Wolf Financial & iplan4u| DBA | Investment Related | Owner| 25909 Pala, Suite 380, Mission Viejo, CA 92691 | 160 hours/month | | REGISTERED PRINCIPAL AT TCFG WEALTH MANAGEMENT, LLC |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-10-18 |
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