Unclaimed Profile

Thomas John Wolf

THE PLANNERS NETWORK, INC.·TEMECULA, California

SIE, Series 7, Series 22, Series 24, Series 63CFP26 years registeredTHE PLANNERS NETWORK, INC.

42145 LYNDIE LANE, TEMECULA, CA 92591CRD# 1323566Firm CRD# 108355

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas John Wolf · TEMECULA, CA

Registration

CRD #1323566 · THE PLANNERS NETWORK, INC. · 26 years registered

Brand Profile

Not yet started

Career History

TCFG INVESTMENT ADVISORS, LLC

Jan 2014 – present

TCFG INVESTMENT ADVISORS, LLC

Nov 2013 – Dec 2013

LAGUNA NIGUEL, CA

THE PLANNERS NETWORK, INC.

May 2001 – Oct 2013

LAGUNA NIGUEL, CA

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Sep 1999 – Feb 2004

LAGUNA NIGUEL, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 22

Series 24

Series 63

Registration record

First registered · September 9, 1999

Years registered · 26

Professional designation · CFP

Disclosure History

2002Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

THE PLANNERS NETWORK, INC.

CRD 108355 · SEC 801-60247

AUM

$109M

Regulatory assets under management

Employees

500 client accounts

Services offered by THE PLANNERS NETWORK, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE PLANNERS NETWORK, INC. →

Introduction

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Frequently Asked Questions

What services does Thomas John Wolf offer?

Thomas John Wolf specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TEMECULA, California for a consultation.

What are Thomas John Wolf's credentials?

Thomas John Wolf holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Thomas John Wolf located?

Thomas John Wolf is based in TEMECULA, California, working with THE PLANNERS NETWORK, INC.. Their office serves clients in the TEMECULA metropolitan area and surrounding communities.

How does Thomas John Wolf charge for services?

Thomas John Wolf's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE PLANNERS NETWORK, INC.?

THE PLANNERS NETWORK, INC. has approximately 11 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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