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Kyle Douglas Dodson

WOLF FINANCIAL MANAGEMENT, LLC·OAKBROOK TERRACE, Illinois
SIE, Series 6, Series 7, Series 24, Series 63Clean recordWOLF FINANCIAL MANAGEMENT, LLC
1901 S MEYERS ROAD, OAKBROOK TERRACE, IL 60181-5210CRD# 2587257Firm CRD# 44225

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kyle Douglas Dodson · OAKBROOK TERRACE, IL
Registration
CRD #2587257 · WOLF FINANCIAL MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WOLF FINANCIAL MANAGEMENT, LLC
CRD 44225 · SEC 801-66693
AUM
$20M
Regulatory assets under management
Employees
4
7 client accounts
Services offered by WOLF FINANCIAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WOLF FINANCIAL MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Kyle Douglas Dodson offer?
Kyle Douglas Dodson specializes in Financial Planning, Investment Management. Contact their office in OAKBROOK TERRACE, Illinois for a consultation.
What are Kyle Douglas Dodson's credentials?
Kyle Douglas Dodson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kyle Douglas Dodson located?
Kyle Douglas Dodson is based in OAKBROOK TERRACE, Illinois, working with WOLF FINANCIAL MANAGEMENT, LLC. Their office serves clients in the OAKBROOK TERRACE metropolitan area and surrounding communities.
How does Kyle Douglas Dodson charge for services?
Kyle Douglas Dodson'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 WOLF FINANCIAL MANAGEMENT, LLC?
WOLF FINANCIAL MANAGEMENT, LLC has approximately 4 employees and manages $20M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (1395)NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)
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