RW
Robert R. Wolf
ADVISOR SHARE WEALTH MANAGEMENT
McKinney, TX 75070
Some features on this profile are disabled
CRD#: 4456453
RW
Professional summary
Robert Richard Wolf, who also goes by Bob Wolf, is a registered financial advisor currently at ADVISOR SHARE WEALTH MANAGEMENT, LLC located in Mckinney, Texas.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Robert has worked at 13 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bob 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. MPWM, INC DBA TF INSURANCE AND FINANCIAL SOLUTIONS POSITION: President NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 09/09/2008 ADDRESS: 4500 W Eldorado Parkway Suite 1550, McKinney Texas 75070, United States; DESCRIPTION: Insurance related activities for P&C, Life, Health, Disability, LTC, Annuities, other voluntary insurance 2. TERRA FIRMA BUSINESS & FINANCIAL CONSULTANTS, LLC POSITION: President NATURE: LLC; INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 9/06/2013 ADDRESS: 4500 W Eldorado Parkway Suite 1550, McKinney Texas 75070. United States; DESCRIPTION: Business Consultant for small and midsize business 3. PROPERTY CASUALTY AGENT POSITION: Agent NATURE: MPWM, INC DBA TF INSURANCE AND FINANCIAL SOLUTIONS. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 09/09/2008;ADDRESS: 4500 W Eldorado Parkway Suite 1550, McKinney Texas 75070, United States; DESCRIPTION: PROPERTY CASAULTY, COMMERCIAL, LIFE, HEALTH AND DISABILITY INSURANCE. 4. Bringing Real Solutions, LLC, dba Credo Accounting and Tax Service, 4500 W Eldorado Parkway Suite 1550, McKinney Texas 75070, United States, partial owner, business to offer beneficial services to clients. Robert Wolf spends approximately 35% of his time on this activity. 5. Lupos Management, LLC, 4500 W Eldorado Parkway Suite 1550, McKinney Texas 75070, United States, Partial Owner, Management company for private investment fund. Robert Wolf spends approximately 1% of his time on this activity. 6. Lupos Holdings, LLC, 4500 W Eldorado Parkway Suite 1550, McKinney Texas 75070, United States, Partial Owner, Holding company for assets in private investment fund. Robert Wolf spends approximately 1 % of his time on this activity. 7. Bass & Wolf Associates LLC dba AmeriTax, 4500 W Eldorado Parkway Suite 1550, McKinney Texas 75070, United States, Partial Owner, Tax Services, Robert Wolf spends approximately 3% of his time on this activity. 8. Foris Sales and Marketing LLC, 4500 W Eldorado Parkway Suite 1550, McKinney Texas 75070, United States, Partial Owner, Sales and marketing services that include social media omni channel marketing along with virtual sales and assistant teams. Robert Wolf spends approximately 2% of his time on this activity. 9. no water no mold LLC. dba All Dry Services of DFW, 4500 W Eldorado Parkway Suite 1550, McKinney Texas 75070, United States, Partial Owner, Water and Fire Restoration, Robert Wolf spends approximately 0% of his time on this activity. 10. Triple R USA, Inc, Owner, Robert Wolf spends approximately 5% of his time on this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Richard 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®
NoneExperience
Current
June 3, 2025 - Present
ADVISOR SHARE WEALTH MANAGEMENT, LLC
Office #1: 500 W Eldorado Parkway Suite 1550, Mckinney, TX 75070RIA
CRD#: 307997
McKinney, TX
Past
March 16, 2020 - June 2, 2021
FIRST ADVISORS NATIONAL, LLC
RIA
CRD#: 166212
Orange, CA
Past
March 5, 2018 - January 31, 2025
TF WEALTH MANAGEMENT, LLC
RIA
CRD#: 292215
MCKINNEY, TX
Past
May 15, 2017 - February 15, 2018
OSAIC SERVICES, INC.
RIA
CRD#: 133763
TORRANCE, CA
Past
May 15, 2017 - February 15, 2018
OSAIC SERVICES, INC.
BD
CRD#: 133763
TORRANCE, CA
Past
December 5, 2016 - May 4, 2017
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
TUSTIN, CA
Past
December 5, 2016 - May 4, 2017
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
TUSTIN, CA
Past
January 11, 2016 - December 2, 2016
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
Santa Ana, CA
Past
October 14, 2009 - July 22, 2010
PARKLAND SECURITIES, LLC
BD
CRD#: 115368
SANTA ANA, CA
Past
January 16, 2009 - January 30, 2009
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
LOS ANGELES, CA
Past
March 24, 2008 - December 22, 2014
COOPERATIVE OF AMERICAN PHYSICIANS INSURANCE SERVICES, INC.
BD
CRD#: 140592
LOS ANGELES, CA
Past
May 24, 2006 - April 9, 2007
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
ENCINO, CA
Past
September 27, 2005 - January 27, 2006
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
DULUTH, GA
Past
November 11, 2003 - December 31, 2004
SENTRY EQUITY SERVICES, INC.
BD
CRD#: 5069
STEVENS POINT, WI
Past
March 15, 2002 - November 3, 2003
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
November 20, 2001 - March 7, 2002
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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".
AS
ADVISOR SHARE WEALTH MANAGEMENT, LLC
ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC
CRD#: 307997 / SEC#: 801-127122
RIA
Registered Investment Advisory firm - (1/3/2023 Approved)Michigan
Registered Investment Advisory firm - (1/19/2023 Terminated)Nevada
Registered Investment Advisory firm - (2/13/2023 Terminated)Oklahoma
Registered Investment Advisory firm - (5/22/2023 Cancelled)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
Colorado(6/3/2025)
IAR
Florida(7/14/2025)
IAR
Missouri(6/4/2025)
IAR
Nevada(6/8/2025)
IAR
New York(6/4/2025)
IAR
Texas(6/3/2025)
IAR
Utah(6/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AS
ADVISOR SHARE WEALTH MANAGEMENT, LLC
ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC
CRD#: 307997 / SEC#: 801-127122
RIA
Registered Investment Advisory firm - (1/3/2023 Approved)Michigan
Registered Investment Advisory firm - (1/19/2023 Terminated)Nevada
Registered Investment Advisory firm - (2/13/2023 Terminated)Oklahoma
Registered Investment Advisory firm - (5/22/2023 Cancelled)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684
Mailing Address
Phone number
(866) 232-3251
Established
Firm type
Fiscal year end
# of Employees
38
SEC notice filing (30 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,429 |
| AUM (Assets Under Management) | $ 185,181,144 |
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.
