Sara Wolf (CRD# 6748210) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Saint Joseph, MI and has over 2 years of experience in the finance industry. Sara Wolf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2726535
Edward Jones
CRD# 5529779
Lpl Financial LLC
CRD# 6009129
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wolf Advisory Services | St. Joseph, MI | Oct 2018 - Current | 5 |
| Hartwell & Wolf | St. Joseph, MI | Aug 2017 - Oct 2018 | 1 |
| Unemployment | St. Joseph, MI | Jun 2017 - Aug 2017 | < 1 |
| St. Joseph High School | St. Joseph, MI | Aug 2012 - Jun 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- FL
- IA
- MI
- OH
- PA
- TX
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Total Assets Under Management269MILLIONS
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Total Number of Accounts1,395ACCOUNTS
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Average Account Value$192,611
- A percentage of assets under your management
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