Jared Victor Mcnee

Employer firm

Wolff Financial Management LLC CRD 283239

$613M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 01/2018
  Outback Steakhouse
  Kalamazoo, MI
• 01/2018 → 03/2022
  The Planning Group
  Battle Creek, MI
• 01/2018 → 03/2022
  Kestra Financial, Inc.
  Battle Creek, MI
• 09/2013 → 04/2017
  Student
  Allendale, MI
• 03/2022 → Present
  Wolff Financial Management
  Kalamazoo, MI

Previous Registrations

• 2019-05-28 → 2022-03-24
  Kestra Advisory Services, Llc
  Austin, TX
  Battle Creek, MI

Exams

• S66 Uniform Combined State Law Examination
  2019-05-21

Designations

• Certified Financial Planner