Thomas
Wolf
Tcfg Investment Advisors, LLC
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About this Advisor
Thomas Wolf is a certified financial planner who works in Mission Viejo, California who has 9 years of industry experience. Wolf currently works for Tcfg Investment Advisors, LLC. Over the course of their career, they have held roles at National Planning Corp, The Planners Network, Inc, Thomas J. Wolf, Tcfg Wealth Management, LLC, Tcfg Investment Advisors, LLC and Tcfg Insurance Solutions, LLC. Wolf maintains a Series 63 license, certifying them as a securities representative, and is registered to work in Arizona, California, Colorado, Florida, Idaho, Illinois, Iowa, Maine, Michigan, Minnesota, Missouri, Montana, Nevada, New Mexico, North Dakota, Ohio, Oregon, South Dakota, Texas, Utah, Virginia, Washington and Wisconsin. Tcfg Investment Advisors, LLC is a financial advisory business operating out of Laguna Niguel, CA. The firm has offices in 25 locations and a total of 33 employees. It controls $451 million in assets under management across its 2,294 accounts, making it one of the bigger firms in the nation by assets under management. Of its 2,294 accounts, just 5% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules usually depend on which services are provided. Fee types charged by Tcfg Investment Advisors, LLC may include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tcfg Investment Advisors, LLC Brokerage Details
$450,525,673
33
2,294
$196,393
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Thomas Wolf Work History
Thomas has been registered as a financial advisor for 9 years.*
Tcfg Wealth Management, LLC
Tcfg Investment Advisors, LLC
Tcfg Insurance Solutions, LLC
Thomas J. Wolf
The Planners Network, Inc
National Planning Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Wolf to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
