Jeffrey Robert Wolf
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Comprehensive Financial Planning
- Investment Planning
- Retirement Planning
Other Aliases
Jeff Robert Wolf, Jeff Wolf
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
PROSPERITY RETIREMENT GROUP | WEALTHSTAR ADVISORS, LLC | RCS-CFP
Contact Information
Main Address
305b W Spring Creek Parkway Suite 400, Plano, TX 75023Phone Number
(972) 372-2935# of Employees
8SEC notice filing (14 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,825AUM (Assets Under Management)
$723,608,845Similar Advisors
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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.
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Primary Firm SEC Registration
PROSPERITY RETIREMENT GROUP | WEALTHSTAR ADVISORS, LLC | RCS-CFP
State Registrations and Notice Filings
(4/8/2013)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 1997About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Robert Wolf's CRS (Customer Relationship Summary).
Services Offered by Jeffrey
- Comprehensive Financial Planning
- Investment Planning
- Retirement Planning
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