Ross S. Wolf

PACIFIC FINANCIAL ADVISORS

Bellevue, WA 98004

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CRD#: 2248172

Professional summary

Ross Sean Wolf, ChFC®, CLU®, who also goes by Ross Sean Freedman, is a registered financial advisor currently at PACIFIC FINANCIAL ADVISORS located in Bellevue, Washington.

Ross is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Ross has worked at 6 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ross Sean Freedman

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.

Presently own Pacific Insurance Advisors, Inc. and Pacific Mortgage Advisors, Inc. Neither are investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ross Sean Wolf's 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®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

August 23, 2010 - Present

PACIFIC FINANCIAL ADVISORS

Office #1: 11400 Se 8th Av Se Suite 460, Bellevue, WA 98004

RIA

CRD#: 154160

Bellevue, WA

Past

October 16, 2013 - February 3, 2015

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

BELLEVUE, WA

Past

June 23, 1998 - July 23, 1998

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

August 8, 1996 - June 3, 1998

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

August 8, 1996 - June 3, 1998

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Past

July 15, 1992 - May 14, 1996

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

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

Washington
(8/23/2010)

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

Series 63

Date: 7/22/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 7/13/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PACIFIC FINANCIAL ADVISORS

PACIFIC FINANCIAL ADVISORS | WOLF WEALTH MANAGEMENT, INC. | WOLF WEALTH MANAGEMENT | PACIFIC WEALTH MANAGEMENT, INC | PACIFIC FINANCIAL ADVISORS, INC.

CRD#: 154160 / SEC#:

Washington

Registered Investment Advisory firm - (8/23/2010 Approved)

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Contact information

Main Address

11400 Se 8th Av Se Suite 460, Bellevue, WA 98004

Mailing Address

Phone number

(425) 458-3292

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	121
AUM (Assets Under Management)	$ 51,827,184

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.

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Ross S. Wolf

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ross Sean Wolf's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACIFIC FINANCIAL ADVISORS

COPPELL ADVISORY SOLUTIONS LLC

IFG NETWORK SECURITIES, INC.

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/22/1992

Series 6

Date: 7/13/1992

Current Firm

PACIFIC FINANCIAL ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PACIFIC FINANCIAL ADVISORS

TRUST BUT VERIFY

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