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MW

Matthew R. Wolff

WOLFF FINANCIAL MANAGEMENT LLC
Kalamazoo, MI 49009
Some features on this profile are disabled
CRD#: 2463965
MW

Professional summary

Matthew Rolland Wolff, CFP®, who also goes by Matthew Rolland Wolfe, Matthew R Wolff, is a registered financial advisor currently at WOLFF FINANCIAL MANAGEMENT LLC located in Kalamazoo, Michigan.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Matthew has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?
Employee and Employer Plan Ben...
Tax Planning
Estate Planning
Investment Planning
Insurance Planning
Retirement Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes

Aliases

Matthew Rolland Wolfe | Matthew R Wolff

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Rolland Wolff'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®
CFP®

Certified Financial Planner

Start date: 1996

Experience

Current

May 25, 2016 - Present

WOLFF FINANCIAL MANAGEMENT LLC

Office #1: 5938 Venture Park Drive, Kalamazoo, MI 49009
RIA
CRD#: 283239
Kalamazoo, MI
Past

April 12, 2016 - December 31, 2019

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Kalamazoo, MI
Past

June 1, 2005 - May 10, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
KALAMAZOO, MI
Past

January 2, 1998 - May 10, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
KALAMAZOO, MI
Past

March 21, 1994 - December 31, 1997

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA

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".
WF
WOLFF FINANCIAL MANAGEMENT LLC
WOLFF FINANCIAL MANAGEMENT LLC | WOOSTER FINANCIAL MANAGEMENT LLC

CRD#: 283239 / SEC#: 801-107444

RIA
Registered Investment Advisory firm - (3/17/2016 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
Michigan
(5/25/2016)
IAR
Texas
(9/21/2017)

Exams

State Security Law Exam
RR
Series 63
Date: 3/16/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/15/1994
General Securities Representative Examination

Current Firm

WF
WOLFF FINANCIAL MANAGEMENT LLC
WOLFF FINANCIAL MANAGEMENT LLC | WOOSTER FINANCIAL MANAGEMENT LLC

CRD#: 283239 / SEC#: 801-107444

RIA
Registered Investment Advisory firm - (3/17/2016 Approved)
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Contact information

Main Address
5938 Venture Park Drive, Kalamazoo, MI 49009
Mailing Address
Phone number
(269) 372-3100
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2026 FORM ADV PART 2A (2/27/2026)

Regulatory assets under management

Total Number of Accounts1,133
AUM (Assets Under Management)$ 612,662,348

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.

Company Information

WOLFF FINANCIAL MANAGEMENT LLC

CRD#: 283239Kalamazoo, MI 49009

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