Brian G. Wolf

FINANCIAL GRAVITY FAMILY OFFICE SERVICES

Minnetonka, MN

Some features on this profile are disabled

CRD#: 2038773

Professional summary

Brian George Wolf is a registered financial advisor currently at FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC located in Minnetonka, Minnesota.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Brian has worked at 15 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Oakwood Transitions LLC. DBA Wolfie Wolf Pickleball a non-investment related company as a Pickleball Instructor providing lessons for a fee to the general public since 05/2025. Located at 1617 Santa Barbara Boulevard Suite 7, Cape Coral, FL. 33991. Dedicating 16 hours per month 8 hours during trading hours. Financial Gravity Enhanced Markets, LLC, an investment related company as an Independent Agent since 09/03/2024. located at 2501 Ranch Road S 620, Suite 110 Austin, TX 78734. Licensed and registered to sell life, accident, and other lines of insurance for Financial Gravity Enhanced Markets, LLC. dedicating approximately 5% of his time on insurance-related activities. Conflict of interest due to additional compensation on these products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian George Wolf's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 8, 2024 - Present

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

RIA

CRD#: 316024

Minnetonka, MN

Past

February 23, 2023 - December 18, 2023

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

RIA

CRD#: 316024

Estero, FL

Past

January 2, 2020 - November 7, 2022

NOVA WEALTH MANAGEMENT, INC.

RIA

CRD#: 169450

BONITA SPRINGS, FL

Past

January 7, 2014 - January 24, 2018

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Plymouth, MN

Past

April 25, 2007 - December 19, 2012

MIDAMERICA FINANCIAL SERVICES, INC.

CRD#: 47351

ST. LOUIS PARK, MN

Past

February 28, 2006 - November 16, 2006

CETERA WEALTH SERVICES, LLC

CRD#: 13572

MINNEAPOLIS, MN

Past

August 31, 2005 - March 1, 2006

PROSPERA FINANCIAL SERVICES, INC.

CRD#: 10740

DALLAS, TX

Past

October 8, 2003 - January 21, 2005

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

October 16, 2002 - July 21, 2003

SENTINEL FINANCIAL SERVICES COMPANY

CRD#: 31175

MONTPELIER, VT

Past

October 16, 2002 - July 21, 2003

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

Past

March 13, 2000 - June 4, 2001

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

CARPINTERIA, CA

Past

February 26, 1996 - May 11, 2000

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

March 16, 1995 - December 31, 1995

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

November 16, 1993 - December 31, 1994

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

May 7, 1993 - December 15, 1993

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

May 22, 1992 - April 20, 1993

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

January 22, 1991 - May 19, 1992

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

October 22, 1990 - May 19, 1992

CRI SECURITIES, LLC

CRD#: 22589

ST. PAUL, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, INC. | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

CRD#: 316024 / SEC#: 801-122258

RIA

Registered Investment Advisory firm - (9/9/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/8/2024)

IAR

Minnesota
(9/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/12/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/28/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/21/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/18/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, INC. | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

CRD#: 316024 / SEC#: 801-122258

RIA

Registered Investment Advisory firm - (9/9/2021 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734

Mailing Address

Phone number

(800) 588-3893

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (12/20/2024)

Regulatory assets under management

Total Number of Accounts	1,745
AUM (Assets Under Management)	$ 467,196,918

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brian G. Wolf

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian George Wolf's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

NOVA WEALTH MANAGEMENT, INC.

GRADIENT ADVISORS, LLC

MIDAMERICA FINANCIAL SERVICES, INC.

CETERA WEALTH SERVICES, LLC

PROSPERA FINANCIAL SERVICES, INC.

U.S. BANCORP INVESTMENTS, INC.

SENTINEL FINANCIAL SERVICES COMPANY

EQUITY SERVICES, INC.

PLANMEMBER SECURITIES CORPORATION

VOYA FINANCIAL ADVISORS, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

VOYA FINANCIAL ADVISORS, INC.

SECURITIES AMERICA, INC.

SECURIAN FINANCIAL SERVICES, INC.

CRI SECURITIES, LLC

Primary Firm SEC Registration

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/12/2018

Series 63

Date: 9/28/1990

Series 7

Date: 6/21/1999

Series 6

Date: 10/18/1990

Current Firm

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

TRUST BUT VERIFY

Similar Advisors