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Brittany Troka Wolff

Brittany T. Wolff

WOLFF FINANCIAL
GREENVILLE, SC
CRD#: 6447773
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Brittany Troka Wolff
Brittany Troka WolffWOLFF FINANCIAL

Professional summary

Brittany Troka Wolff, CFP®, who also goes by Brittany Anne Troka, is a registered financial advisor currently at WOLFF FINANCIAL located in Greenville, South Carolina.

Brittany is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Brittany has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Core Areas of Focus

Millennials
Women's Financial Planning Issues

Biography

Brittany Wolff is an experienced CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist®, and fee-only fiduciary with a passion for making financial planning clear and accessible. She prioritizes balance with her clients, empowering them to take charge of the future while also enjoying today. Ever professional yet always kind, Brittany has a way of putting her clients at ease. To them, she’s not only an advisor but also a trusted friend.

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes

Aliases

Brittany Anne Troka

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 Brittany Troka Wolff'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®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

May 4, 2021 - Present

WOLFF FINANCIAL

RIA
CRD#: 314116
GREENVILLE, SC
Past

November 2, 2021 - June 29, 2022

ORIGIN INVESTMENT ADVISORY LLC

RIA
CRD#: 305353
GREENVILLE, SC
Past

March 7, 2017 - March 31, 2021

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
GREENVILLE, SC
Past

June 27, 2016 - March 31, 2021

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
GREENVILLE, SC

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
South Carolina
(5/4/2021)
IAR
Texas
(4/28/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/6/2017
Uniform Combined 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: 6/27/2016
General Securities Representative Examination

Current Firm

WOLFF FINANCIAL
WOLFF FINANCIAL
WOLFF FINANCIAL | WOLFF FINANCIAL PLANNING, LLC

CRD#: 314116 / SEC#:

South Carolina
Registered Investment Advisory firm - (5/4/2021 Approved)
Texas
Registered Investment Advisory firm - (4/14/2022 Conditional Restricted)
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Contact information

Main Address
Greenville, SC
Mailing Address
1521 Laurens Road Suite 16491, Greenville, SC 29606
Phone number
(864) 209-1110
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts76
AUM (Assets Under Management)$ 8,500,000

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

WOLFF FINANCIAL

CRD#: 314116Greenville, SC

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