linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Warren Wolfe

G. A. Repple & Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Warren Wolfe

Robert Wolfe is a financial advisor who has been in the industry since 1998. Robert is a registered representative of G. A. Repple & Co. and currently holds a license to conduct business in 27 states. Robert has a background in accounting and real estate, and has experience in financial planning, investment banking, and variable and fixed insurance products.

Firm Information

Robert Wolfe is currently registered with G. A. Repple & Co.. G. A. Repple & Co. is a Florida-based corporation registered as an investment adviser with the SEC and 51 state regulators. Formed in 1985, the firm offers financial planning, portfolio management for individuals, educational seminars, selection of other advisers, and publication of periodicals. They manage approximately $612 million in assets for 3,487 accounts.
G. A. Repple & Co.

101 NORMANDY ROAD

CASSELBERRY, FL 32707

$612.87M

Assets Under Management

Not reported

Total Clients

49

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Third party asset management, services

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Wolfe’s Registration & Firm History

FL

09/03/2024 - Present

G. A. Repple & Co. (LAKE MARY FL)

CT

05/20/1998 - 07/21/1998

W. S. GRIFFITH & CO., INC. (HARTFORD CT)

Not sure if Robert Warren Wolfe is right for you?

Licenses & Designations

BOTH

Issued 08/22/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/19/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/01/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/1999

Series 7 - General Securities Representative Examination

BC

Issued 05/19/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Robert Warren Wolfe. Review regulatory record here.
Not sure if Robert Warren Wolfe is right for you?