Katie Wolfe is a CFP-designated registered investment advisor, based in Powell, OH, with 12 years of industry experience.
Location
3845 Attucks Dr, Powell, OH, 43065
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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 ActivitiesSells Insurance
Katie is a board member for Ohio House Rabbit Rescue, an insurance agent for Avantax Insurance Agency/Services, a sole member of Wolfe Wealth Advisors LLC, an agent for EIA-FIA selling annuities, and the COO/financial advisor for Ignyte Financial, LLC. Selling insurance products and working at Ignyte Financial takes up nearly all of Katie's time.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Ifp Securities, LLCBroker
Independent Financial Partners
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Key Investment Services LLC
Key Investment Services LLCBroker
Key Investment Services LLCBroker
State Registrations15 states
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