Unclaimed Profile

Amanda Jonell Wolfrum

WOLFRUM AND COMPANY, LLC·INDIANAPOLIS, Indiana

SIE, Series 7, Series 66Clean record21 years registeredWOLFRUM AND COMPANY, LLC

8888 KEYSTONE CROSSING, INDIANAPOLIS, IN 46240CRD# 4853193Firm CRD# 291243

Profile Verification

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

Identity

Amanda Jonell Wolfrum · INDIANAPOLIS, IN

Registration

CRD #4853193 · WOLFRUM AND COMPANY, LLC · 21 years registered

Brand Profile

Not yet started

Career History

HUNTLEIGH ADVISORS, INC.

Apr 2024 – present

WOLFRUM AND CO.

Feb 2018 – Dec 2021

Indianapolis, IN

NOYES ADVISORS LLC

Aug 2015 – Jan 2018

CHICAGO, IL

DAVID A. NOYES & COMPANY

May 2013 – Aug 2015

INDIANAPOLIS, IN

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Aug 2011 – May 2013

INDIANAPOLIS, IN

WELLS FARGO ADVISORS, LLC

Jan 2008 – Aug 2011

INDIANAPOLIS, IN

A. G. EDWARDS & SONS, INC.

Jul 2005 – Jan 2008

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 25, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WOLFRUM AND COMPANY, LLC

CRD 291243 · SEC 801-112226

Employees

Total firm employees

Services offered by WOLFRUM AND COMPANY, LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WOLFRUM AND COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does Amanda Jonell Wolfrum offer?

Amanda Jonell Wolfrum specializes in Investment Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are Amanda Jonell Wolfrum's credentials?

Amanda Jonell Wolfrum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amanda Jonell Wolfrum located?

Amanda Jonell Wolfrum is based in INDIANAPOLIS, Indiana, working with WOLFRUM AND COMPANY, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does Amanda Jonell Wolfrum charge for services?

Amanda Jonell Wolfrum's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees, other: value-added consulting. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WOLFRUM AND COMPANY, LLC?

WOLFRUM AND COMPANY, LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.

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