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Jared Victor Mcnee

Wolff Financial Management LLC

Kalamazoo, MI

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Current Employers
Wolff Financial Management Llc

5938 Venture Park Drive, Kalamazoo, MI 49009 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-04-04
  • MI RA
    APPROVED
    Since 2022-04-04

Branch Locations

5938 Venture Park Drive, Kalamazoo, MI 49009 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Outback Steakhouse Kalamazoo MI 06/2015 01/2018
The Planning Group Battle Creek MI 01/2018 03/2022
Kestra Financial, Inc. Battle Creek MI 01/2018 03/2022
Student Allendale MI 09/2013 04/2017
Wolff Financial Management Kalamazoo MI 03/2022 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-21
  • S66 Uniform Combined State Law Examination
    2019-05-21
Designations

View on SEC IAPD

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