Eric Lee Wolf

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/1998 → 11/2021
  Valic Investment Services Company
  Troy, MI
• 11/2021 → 09/2022
  First Allied Securities, Inc
  San Diego, CA
• 11/2021 → Present
  Cetera Investment Advisers
  Schaumburg, IL
• 09/2022 → Present
  Cetera Advisors Llc
  Bingham Farms, MI

Previous Registrations

• 2010-06-04 → 2021-12-10
  Valic Financial Advisors, Inc.
  Novi, MI
  Auburn Hills, MI
  Dearborn, MI
  Dearborn, MI

Other Businesses

1) INSURANCE; AGENT; INSURANCE; START DATE: 11/15/2021; 40 HOURS PER MONTH. 2) ERIC WOLF INSURANCE; AGENT; INSURANCE; START DATE: 06/01/1990; 4 HOURS PER MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-05-04
• S63 Uniform Securities Agent State Law Examination
  1987-10-01