Wolf Financial Management LLC
Address: 5725 Venture Park Dr, Kalamazoo, MI 49009 Hours: Closed ⋅ Opens 8AM Friday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (269) 372-3100Place name: Category: : : : Website: : : : Website: http://www.wfminvest.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Wolff Financial Management LLC Posting publicly on the Web Write a review Reviews Be the first to review
Wolf Financial Management LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wolf Financial Management LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wolf Financial Management LLC Salaries. You can even request information on how much does Wolf Financial Management LLC pay if you want to. Learn about salaries, pros and cons of working for Wolf Financial Management LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
12 Wolf Financial Management LLC employees in database. Find out everything there's to know about Wolf Financial Management LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wolf Financial Management LLC Employees
Brian Plain, CFP® May 2009 - Present
Wolf Financial Management LLC April 2006 - March 2009
ING Financial Advisers LLC March 2005 - April 2006
MFS Investment Management March 2004 - March 2005
Interactive Data March 2003 - March 2004
Investors Bank & Trust September 2002 - March 2003
Skills
Financial Planning, Retirement Income..., Big Picture Thinking, Term Life Insurance, Long Term Care, Social Security Planning, College Funding, College Financial Aid, Retirement Planning, Saving for Education, Wealth Accumulation, Wealth Management, Investment Advisory, Wealth Preservation..., Insurance Planning, Strategic Financial..., Financial Planners, Retirement, Wealth, Financial Advisory, Portfolio Management, Investments, Securities
Education
Northwestern University 2006 — 2007
Certificate, Certified Financial Planner Certification Education Program
Stonehill College 1998 — 2002
Business Administration, Finance
Wolf Financial Management LLC December 2009 - Present
Education
Florida State University 2001 — 2005
Ameriprise Financial Services, Inc. September 2013 - Present
TD Ameritrade August 2013 - October 2013
Ameriprise Financial February 2011 - November 2011
Pioneer Golf, Inc. June 2010 - February 2011
Wolf Financial Management LLC March 2008 - July 2009
Wolf Financial Management LLC December 2005 - March 2008
Skills
Social Media, Facebook, Writing, Copywriting, Blogging, Marketing Communications, SEO, Event Planning, Editing, Series 7, Series 63, Retirement Planning, Retirement Plan..., 401k, IRAs, Investment Advisory, Compliance, FINRA, Administrative..., Office Administration, Secretarial Skills, Office Management, Customer Service, Sales, CRM, Management, Securities, Investments, Financial Planning, Insurance, Leadership, Finance
Education
DePaul University
BKD Wealth Advisors November 2014 - Present
Calamos Investments March 2014 - November 2014
Institute for Regulatory Policy Studies May 2012 - March 2014
Wolf Financial Management LLC June 2008 - August 2010
First United Mortgage Corporation October 2005 - June 2008
Skills
Economics, Microsoft Excel, Data Analysis, Leadership, Detailed Organization, Microsoft Word, Teamwork, Process Improvement, Research, Analysis, Written Communications, Economic Analysis, Process Management, Account Reconciliation, Creative Problem Solving, Project Administration, SharePoint, SharePoint Designer, Report Preparation, Troubleshooting, PowerPoint
Education
Illinois State University
August 2010 - May 2013, Bachelor of Science, Economics, Magna Cum Laude
BKD Wealth Advisors November 2014 - Present
Wolf Financial Management LLC April 2001 - October 2014
Skills
Retirement Plan..., Retirement Planning, 401k, Defined Benefit, Profit Sharing, Pension Administration, Qualified Retirement..., Strategic Financial..., Pensions, Financial Reporting, Defined Contribution, Pension Funds, 403 b
Education
College of DuPage
BKD CPAs & Advisors November 2014 - Present
Wolf & Company LLP 2009 - October 2014
Wolf Financial Management LLC 2009 - October 2014
Wolf Capital LLC August 1989 - October 2014
Wolf & Company LLP 1997 - 2008
Skills
Balanced Scorecard, Retreats, Presentations, Income Tax, state and local tax, Estate Planning, Strategic Planning, Auditing, Business, Business Strategy, CPA, Corporate Tax, ESOP, Executive Pay, Family Business, Financial Reporting, GAAP, Management, Mergers, Partnership Taxation, QuickBooks, State Tax, Strategy, Tax, Tax Preparation, Tax Research
Education
DePaul University 1980 — 1984
BS MST, ACCOUNTING, TAX
Wolf Financial Management LLC January 2006 - Present
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
BKD CPAs & Advisors November 2014 - Present
Giant Steps School 2011 - Present
Wolf & Company LLP August 2005 - October 2014
Wolf Financial Management LLC 2000 - October 2014
Skills
Family Business, Manufacturing, Hospitality Industry, Tax Preparation, Strategic Planning, Restaurants, Tax, Management, Budgets, Auditing, Accounting, CPA, Financial Analysis, Leadership, Hotels, Corporate Tax, Key Client Relationships, New Business Development, GAAP, Contract Negotiation, Forecasting, Internal Controls, Mergers & Acquisitions, Negotiation
Education
Illinois State University 1993 — 1996
Bachelor of Science, Accounting
Bankers Life Securities Inc. May 2015 - Present
Wolf Financial Management LLC January 2012 - February 2015
Wolf Financial Management LLC July 2005 - December 2011
PMG Securities Corporation January 2004 - June 2005
Banc One Securities Corporation May 2001 - January 2004
Banc One Securities Corporation December 1998 - May 2001
First Chicago NBD Investment Services Corporation March 1996 - December 1998
Skills
Series 24, Series 7, Accounting, Retirement Planning, Financial Analysis, Auditing, Financial Reporting, Financial Services, Mergers & Acquisitions, Leadership, Strategic Planning
Education
Northern Illinois University
Bachelor’s Degree
Private October 2009 - Present
Wolf Financial Management LLC March 2007 - April 2009
Yoh IT May 2006 - March 2007
Marionjoy Rehabilitation Hospital August 2005 - January 2006
MCI Corporation October 1999 - June 2005
Alliant Energy April 1997 - August 1999
Perpetaul Savings Bank January 1995 - April 1997
Education
College of DuPage 2004 — 2004
Certified Nursing Assistant
Kirkwood Community College 1995 — 1997
Associate of Science (AS)