Tamara Wolfe Kinney
Professional Summary
Tamara Wolfe Kinney, who also goes by Tammy L Wolfe, Tammy L. Wolfe, is a registered financial advisor currently at HEFFERNAN ADVISORY, INC. located in Flagstaff, Arizona and GENEOS WEALTH MANAGEMENT, INC. located in Flagstaff, Arizona. Tamara is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Tamara has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7 and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Tammy L Wolfe, Tammy L. Wolfe
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Videos & Posts
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Contact Information
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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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Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
ASCENDANT FINANCIAL SOLUTIONS, INC. | NORTHERN ARIZONA ASSET MANAGEMENT, INC. | HEFFERNAN FINANCIAL | HEFFERNAN ADVISORY, INC.
Contact Information
Main Address
809 W. Riordan Road Suite 104, Flagstaff, AZ 86001Phone Number
(928) 774-9598# of Employees
12SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
679AUM (Assets Under Management)
$409,585,443Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
ASCENDANT FINANCIAL SOLUTIONS, INC. | NORTHERN ARIZONA ASSET MANAGEMENT, INC. | HEFFERNAN FINANCIAL | HEFFERNAN ADVISORY, INC.
State Registrations and Notice Filings
(4/29/2008)
(5/27/2008)
(3/30/2026)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Tamara Wolfe Kinney's CRS (Customer Relationship Summary).
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