Jeffrey R. Wolf

WEALTHSTAR ADVISORS

Lenexa, KS 66215

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CRD#: 2842614

Professional summary

Jeffrey Robert Wolf, CFP®, who also goes by Jeff Robert Wolf, Jeff Wolf, is a registered financial advisor currently at WEALTHSTAR ADVISORS, LLC located in Lenexa, Kansas.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jeffrey has worked at 11 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Investment Planning

Retirement Planning

Are you a "fiduciary"?

Yes

Aliases

Jeff Robert Wolf | Jeff Wolf

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.

1) CHASE OAKS LLC, 305B W SPRING CREEK PARKWAY SUITE 300, PLANO, TX 75023; NATURE OF BUSINESS - REAL ESTATE HOLDING COMPANY; POSITION/TITLE = PARTNER/OWNER; NOT INVESTMENT RELATED ACTIVITY; START DATE - JULY 2008; COMPENSATED - SCHEDULE K; DUTIES -SIMPLE 2 OWNER LLC SET UP TO OWN BUILDING FOR FINANCIAL PLANNING. 2)UNIVERSAL FINANCIAL CONSULTANTS (UFC), AND PROCESSES LIFE INSURANCE AND FIXED ANNUITIES CONTRACTS THROUGH UFC. SALES COMMISSIONS FROM UNIVERSAL FINANCIAL CONSULTANTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Robert 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®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

April 8, 2013 - Present

WEALTHSTAR ADVISORS, LLC

Office #1: 10000 Marshall Dr., Lenexa, KS 66215

RIA

CRD#: 164957

Lenexa, KS

Past

August 9, 2012 - December 31, 2013

INDEPENDENT FINANCIAL PARTNERS

CRD#: 13703

WINFIELD, KS

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".

WEALTHSTAR ADVISORS, LLC

PROSPERITY RETIREMENT GROUP | WEALTHSTAR ADVISORS, LLC | RCS-CFP

CRD#: 164957 / SEC#: 801-79121

RIA

Registered Investment Advisory firm - (2/3/2014 Approved)

Kansas

Registered Investment Advisory firm - (2/4/2014 Terminated)

Texas

Registered Investment Advisory firm - (2/4/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Kansas
(4/8/2013)

IAR

Texas
(4/24/2013)

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: 2/28/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/11/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/20/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WEALTHSTAR ADVISORS, LLC

PROSPERITY RETIREMENT GROUP | WEALTHSTAR ADVISORS, LLC | RCS-CFP

CRD#: 164957 / SEC#: 801-79121

RIA

Registered Investment Advisory firm - (2/3/2014 Approved)

Kansas

Registered Investment Advisory firm - (2/4/2014 Terminated)

Texas

Registered Investment Advisory firm - (2/4/2014 Terminated)

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Contact information

Main Address

305b W Spring Creek Parkway Suite 400, Plano, TX 75023

Mailing Address

Phone number

(972) 372-2935

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEALTHSTAR ADVISORS_COMBINED ADV PART 2A/WRAP BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	2,571
AUM (Assets Under Management)	$ 791,461,816

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Jeffrey R. Wolf

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Robert Wolf's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT FINANCIAL PARTNERS

WORLD EQUITY GROUP, INC.

PEREGRINE DIVERSIFIED INVESTMENT SERVICES CORP.

BEST DIRECT SECURITIES, LLC

CONCORDIUS CAPITAL ADVISORS

BREWER INVESTMENT ADVISORS LLC

BREWER FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

PROFESSIONAL INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

WEALTHSTAR ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/28/1997

Series 7

Date: 9/11/1997

Series 6

Date: 1/20/1997

Current Firm

WEALTHSTAR ADVISORS, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTHSTAR ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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