Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Patrick Wolfe is a financial advisor with over 30 years of experience in the financial services industry. John is currently registered with Wealth Enhancement Advisory Services, LLC, and has been with them since 2003. He is also a registered investment advisor. John has previously worked with a number of other firms including SII Investments, Inc., AskAr Corp., and Whittinger Investment Corporation. John has a variety of designations and has passed a number of industry exams, including the Series 7 and Series 63. He is also a licensed insurance agent. John has a broad range of experience working with a variety of clients, including high net worth individuals, corporations, and charitable organizations.
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
01/15/2014 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MN
07/16/2003 - 02/08/2007
SII INVESTMENTS, INC. (EDINA MN)
MN
06/03/1996 - 07/15/2003
ASKAR CORP. (BLOOMINGTON MN)
MN
01/30/1995 - 04/30/1996
WHITTLINGER INVESTMENT CORPORATION (MINNEAPOLIS MN)
NA
03/30/1990 - 10/24/1994
VOYAGEUR FUND DISTRIBUTORS, INC.
NY
01/02/1987 - 01/20/1990
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
12/18/1985 - 06/03/1986
FIRST CAPITAL INVESTMENT CORPORATION
NA
07/21/1983 - 11/21/1985
INVESTMENT MANAGEMENT & RESEARCH, INC
IA
Issued 01/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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