Unclaimed
Darrin Wolff is an investment advisor representative at Edelman Financial Engines. Darrin has been in the financial services industry for over 25 years and has held various roles at different firms. Darrin has a strong track record of providing investment advice to individual investors. Darrin is registered as an investment advisor in Kansas and Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
KS
03/23/2023 - Present
Edelman Financial Engines (OVERLAND PARK KS)
KS
07/31/1999 - 09/25/2009
EDWARD JONES (OVERLAND PARK KS)
TX
12/05/1997 - 07/12/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MO
10/02/1995 - 11/06/1997
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 04/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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