Janet Wulf is a registered investment advisor at Ally Invest Advisors, based in Sumner, IA, with 21 years of industry experience. Janet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 79,943 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.85% |
| $250K - $1.0M | 0.80% |
| $1M+ | 0.75% |
This fee schedule applies to the Personal Advice service. Market-Focused Robo Portfolios have a 0.30% annual fee. Cash-Enhanced Robo Portfolios and Invest Simply portfolios have no advisory fee. Guided Advice has a 0.50% annual fee.
Fee Estimator
Location
Sumner, IA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Janet is a Senior Analyst in BL Reg Controls for Ally Invest Advisors, assisting with compliance oversight. She dedicates minimal time to this role.
Employment History
Current Registrations
Ally Invest Advisors
Ally Invest Securities LLC
Ally Invest Securities LLCBroker
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Accel Wealth Management
Rda Financial Network
Cambridge Investment Research, INC.Broker
Networth Advisors
Advantage Investment Management, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
State Registrations1 state
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.