Unclaimed Profile

Kenneth William Wolf

THE MONEY MEN, INC.·AMHERST, New York

SIE, Series 6, Series 7, Series 63, Series 66Clean record11 years registeredTHE MONEY MEN, INC.

4043 MAPLE ROAD, SUITE 210 A, AMHERST, NY 14226CRD# 1879299Firm CRD# 285103

Profile Verification

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

Identity

Kenneth William Wolf · AMHERST, NY

Registration

CRD #1879299 · THE MONEY MEN, INC. · 11 years registered

Brand Profile

Not yet started

Career History

SOVEREIGN ASSET MANAGEMENT

Aug 2017 – present

NEXT FINANCIAL GROUP, INC.

Oct 2014 – May 2025

AMHERST, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · October 21, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE MONEY MEN, INC.

CRD 285103 · SEC 801-112498

AUM

$125M

Regulatory assets under management

Employees

653 client accounts

Services offered by THE MONEY MEN, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at THE MONEY MEN, INC. →

Introduction

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Frequently Asked Questions

What services does Kenneth William Wolf offer?

Kenneth William Wolf specializes in Investment Management, Fee-Only Advisory. Contact their office in AMHERST, New York for a consultation.

What are Kenneth William Wolf's credentials?

Kenneth William Wolf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kenneth William Wolf located?

Kenneth William Wolf is based in AMHERST, New York, working with THE MONEY MEN, INC.. Their office serves clients in the AMHERST metropolitan area and surrounding communities.

How does Kenneth William Wolf charge for services?

Kenneth William Wolf'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 THE MONEY MEN, INC.?

THE MONEY MEN, INC. has approximately 2 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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