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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Wolfe is a financial advisor with Avantax Advisory Services. Katie is registered with FINRA and the state of Ohio. Katie is a Certified Financial Planner™ professional and offers financial planning, investment planning, tax planning, estate planning, and risk analysis services to her clients. Katie has been in the financial industry since 2013 and has experience working with individuals, businesses, and retirement plans. Katie is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OH
11/02/2023 - Present
Avantax Advisory Services (Powell OH)
OH
08/03/2020 - 11/22/2023
IFP SECURITIES, LLC (Powell OH)
OH
06/25/2019 - 08/03/2020
CETERA INVESTMENT SERVICES LLC (UPPER ARLINGTON OH)
OH
01/26/2016 - 05/31/2019
KEY INVESTMENT SERVICES LLC (DUBLIN OH)
OH
11/06/2013 - 01/20/2016
KEY INVESTMENT SERVICES LLC (COLUMBUS OH)
IA
Issued 02/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/06/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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