Justin Wolfe
Justin Wolfe is a registered investment advisor at Cetera Investment Advisers LLC, based in Lake Oswego, OR, with 2 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4248 Galewood Street, Lake Oswego, OR, 97035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Justin is a member of Wolfe Consulting LLC, a CPA firm providing tax preparation and business consulting services, dedicating about half his time. He also acts as a real estate broker (referral only) and co-trustee for the Larry A. Miller Living Trust, spending minimal time on these activities, and is a member of Wolfe Wealth Management LLC for financial services through Avantax, spending about half his time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 states
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