Wolf Financial Management LLC

Description

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

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Wolf Financial Management LLC Employees

Employee
Years
Job
Industry
Brian Plain, CFP® Brian Plain, CFP® Greater Chicago Area Details
Brian Plain, CFP®'s Wolf Financial Management LLC Experience April 2006 - March 2009
Job Lifestyle Financial Planner For Gen X Families
Industry Financial Services
Experience
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

Kelly Throne Kelly Throne Greater Chicago Area Details
Kelly Throne's Wolf Financial Management LLC Experience December 2009 - Present
Job Wolf Financial Management, LLC
Industry Financial Services
Experience
Wolf Financial Management LLC   December 2009 - Present

Education
Florida State University   2001 — 2005

Elba Diaz Patzelt Elba Diaz Patzelt Austin, Texas Details
Elba Diaz Patzelt's Wolf Financial Management LLC Experience March 2008 - July 2009
Job Financial Planning Specialist at Goldman Picker and Associates an Ameriprise Financial Services franchise advisor
Industry Financial Services
Experience
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

Kelly L. Rongaus Kelly L. Rongaus Greater Chicago Area Details
Kelly L. Rongaus's Wolf Financial Management LLC Experience June 2008 - August 2010
Job Consultant at BKD Wealth Advisors
Industry Financial Services
Experience
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

Angela Handzic Angela Handzic Greater Chicago Area Details
Angela Handzic's Wolf Financial Management LLC Experience April 2001 - October 2014
Job Senior Managing Consultant at BKD Wealth Advisors
Industry Financial Services
Experience
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

Russell Romanelli Russell Romanelli Greater Chicago Area Details
Russell Romanelli's Wolf Financial Management LLC Experience 2009 - October 2014
Job Managing Partner of BKD CPAs & Advisors
Industry Accounting
Experience
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

Doug Ulrich, CPA CFP, ChFC Doug Ulrich, CPA CFP, ChFC Greater Chicago Area Details
Doug Ulrich, CPA CFP, ChFC's Wolf Financial Management LLC Experience January 2006 - Present
Job Assistant Vice President at Wolf Financial Management LLC
Industry Financial Services
Experience
Wolf Financial Management LLC   January 2006 - Present

Education
University of Illinois at Urbana-Champaign - College of Business   1995 — 1999

Mike Senko Mike Senko Greater Chicago Area Details
Mike Senko's Wolf Financial Management LLC Experience 2000 - October 2014
Job Partner at BKD CPAs & Advisors
Industry Accounting
Experience
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

Kyle Dodson Kyle Dodson Chicago, Illinois Details
Kyle Dodson's Wolf Financial Management LLC Experience January 2012 - February 2015
Job Operations Manager at Bankers Life Securities Inc.
Industry Financial Services
Experience
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

Bonnie Strauss-Fabor Bonnie Strauss-Fabor Greater Chicago Area Details
Bonnie Strauss-Fabor's Wolf Financial Management LLC Experience March 2007 - April 2009
Job Patient Care Tech
Industry Health, Wellness and Fitness
Experience
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)