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Matthew Rolland Wolff

WOLFF FINANCIAL MANAGEMENT LLC·KALAMAZOO, Michigan
SIE, Series 7, Series 63CFPClean record21 years registeredWOLFF FINANCIAL MANAGEMENT LLC
5938 VENTURE PARK DRIVE, KALAMAZOO, MI 49009CRD# 2463965Firm CRD# 283239

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Rolland Wolff · KALAMAZOO, MI
Registration
CRD #2463965 · WOLFF FINANCIAL MANAGEMENT LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

WOLFF FINANCIAL MANAGEMENT LLC
May 2016 – present
TRANSAMERICA FINANCIAL ADVISORS, INC.
Jun 2005 – May 2016
KALAMAZOO, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · June 1, 2005
Years registered · 21
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WOLFF FINANCIAL MANAGEMENT LLC
CRD 283239 · SEC 801-107444
AUM
$466M
Regulatory assets under management
Employees
5
1,138 client accounts
Services offered by WOLFF FINANCIAL MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WOLFF FINANCIAL MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Matthew Rolland Wolff offer?
Matthew Rolland Wolff specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in KALAMAZOO, Michigan for a consultation.
What are Matthew Rolland Wolff's credentials?
Matthew Rolland Wolff holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Matthew Rolland Wolff located?
Matthew Rolland Wolff is based in KALAMAZOO, Michigan, working with WOLFF FINANCIAL MANAGEMENT LLC. Their office serves clients in the KALAMAZOO metropolitan area and surrounding communities.
How does Matthew Rolland Wolff charge for services?
Matthew Rolland Wolff's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOLFF FINANCIAL MANAGEMENT LLC?
WOLFF FINANCIAL MANAGEMENT LLC has approximately 5 employees and manages $466M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WOLFF FINANCIAL MANAGEMENT LLC

Rene Doris Pereiro
KALAMAZOO, MI

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