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Wolfstone Wealth CRD 319230
$110M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Wheaton, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Deerfield | IL | 06/2011 | 03/2023 |
| Wolfstone Wealth, Llc | Wheaton | IL | 03/2023 | Present |
1) Coach at Sports Performance Volleyball Club; Not Investment-Related; Aurora, IL; Coaching 8th grade girls volleyball; Coach; 11/2021; 24 hours/month; 0 hours/trading; coaching 8th grade girls volleyball. 2) Insurance Producer; Wheaton, IL; 5-10 hours a month. 5 hours during trading hours; Assisting individuals and families with there insurance needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-04 |
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