KW
KW

Kevin Wolf

43 Years of Experience
Fort Myers, FL
1 DisclosureBroker

Kevin Wolf is a registered investment advisor at Wells Fargo Advisors, based in Fort Myers, FL, with 43 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

13640 Ben C Pratt/6 Mile Cypress, [Satellite], Fort Myers, FL, 33912

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2015
Settled
Other Business Activities

Kevin has ownership stakes in two wealth management firms: Wolf Wealth Management LLC (100% ownership) and WMMG Wealth Management Group LLC (16.66% ownership). He dedicates minimal time to each firm.

Employment History
Current Registrations
Wells Fargo Advisors
July 2023 - Present · 2 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2003 - July 2023 · 20 yrs
Wells Fargo Clearing Services, LLCBroker
July 2003 - July 2023 · 20 yrs
Prudential Securities Incorporated
January 1997 - July 2003 · 6 yrs 6 mos
Prudential Securities IncorporatedBroker
October 1982 - July 2003 · 20 yrs 9 mos
State Registrations46 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNYOHOKORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.