The Retirement Group, LLC
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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
Years of Experience
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The Retirement Group, LLC Brokerage Details
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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.
The Retirement Group, LLC
Qa3 Financial Corp
Qa3 Financial LLC
Liberty Group, LLC
Self Employed Insurance Broker
Brent Wolf has disclosures.
Please visit their SEC profile for more details.