Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Curtis Wolf is a financial advisor with over 29 years of experience in the industry. Brent holds the Series 6, 7, and 63 licenses and is also a Certified Financial Planner. Brent has a diverse background and has worked for multiple firms including OSAIC WEALTH, INC., FSC SECURITIES CORPORATION, and QA3 FINANCIAL CORP. Currently, Brent is an advisor at Wealth Enhancement Advisory Services, LLC, an independent investment advisor firm. Brent's firm offers a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
MN
05/02/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
CA
11/03/2023 - 05/03/2024
OSAIC WEALTH, INC. (NOVATO CA)
CA
02/08/2011 - 11/03/2023
FSC SECURITIES CORPORATION (NOVATO CA)
CA
05/13/2009 - 02/11/2011
QA3 FINANCIAL CORP. (SAUSALITO CA)
CA
05/14/2008 - 05/18/2009
LIBERTY GROUP, LLC (LARKSPUR CA)
CA
03/06/1996 - 05/09/2008
ROYAL ALLIANCE ASSOCIATES, INC. (SAUSALITO CA)
CA
09/26/1994 - 03/19/1996
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
BC
Issued 09/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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