Brent
Wolf

The Retirement Group, LLC

CRD#2528239
Investment Advisor
in San Diego, CA
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About this Advisor

Brent Wolf is a certified financial planner located in San Diego, California. Currently a registered investment advisor with The Retirement Group, LLC, they have accumulated a notable 29 years of professional experience as a financial advisor. Wolf has a Series 63 license, certifying them as a securities agent. Wolf can work with clients in Arizona, Nevada and California. Over the course of their career, Wolf has held roles at Qa3 Financial Corp, Self Employed Insurance Broker, Liberty Group, LLC, Qa3 Financial LLC, The Retirement Group, LLC and Fsc Securities. The Retirement Group, LLC is based out of San Diego, California, and has 15 additional offices throughout the United States. As an advisor firm, The Retirement Group, LLC manages $248 million in assets throughout 1,642 client accounts and employs 30 staff members. The firm's total assets under management places it among the mid-sized firms in the country. The firm manages 1,620 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 2% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. The Retirement Group, LLC can provide financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

29 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Others

Disclosures

Yes

Office Location

5414 Oberlin Dr. Suite 220
San Diego, CA 92121

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The Retirement Group, LLC Brokerage Details

Total Assets Under Management

$264,184,522

CA Average: $7,578,581,321
Total Number of Employees

30

CA Average: 43
Total Number of Accounts

1,773

CA Average: 3,727
Average Account Size

$149,004

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Brent Wolf Work History

Brent has 29 years of experience.

2011 - Present (8 years)

Fsc Securities

2010 - Present (9 years)

The Retirement Group, LLC

2009 - 2011 (2 years)

Qa3 Financial Corp

2009 - 2011 (2 years)

Qa3 Financial LLC

2008 - 2009 (1 years)

Liberty Group, LLC

1989 - Present (30 years)

Self Employed Insurance Broker

Disclosures

Brent Wolf has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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