Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth James Wolfe is a financial advisor with over 26 years of experience in the industry. Kenneth is currently registered with Raymond James Financial Services Advisors, Inc. in Florida and Wisconsin and has previously held positions at Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Kenneth holds several securities licenses, including Series 6, 7, 31, 63, and 65. Kenneth has a strong track record of providing financial advice to individuals, businesses, and retirement plans. Kenneth is committed to providing his clients with personalized financial advice and helping them reach 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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
WI
06/01/2009 - Present
Raymond James Financial Services Advisors, Inc. (ELM GROVE WI)
WI
04/03/1996 - 10/01/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
04/03/1996 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 02/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/04/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth Wolfe is the right advisor for you? Invested Better is here to help.
