Megan
Wolfe

G. A. Repple & Company

CRD#5192215
Investment Advisor
in Lake Mary, FL

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About this Advisor

Megan Wolfe is a financial advisor based in Lake Mary, Florida, working with G. A. Repple & Company. Megan has previously held positions at Wolfe Financial, Lockheed Martin, and G. A. Repple & Company. Megan has passed the Series 66 regulatory exam and is registered to provide services in Florida, Georgia, Louisiana, Nevada, and South Carolina. Currently, Megan is part of G. A. Repple & Company, which operates out of Lake Mary, Florida. The firm has 23 offices and 68 employees. The firm manages assets totaling $612.9 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at G. A. Repple & Company includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

1515 International Parkway Suite 1019
Lake Mary, FL 32746

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G. A. Repple & Company Brokerage Details

Total Assets Under Management

$612,869,194

FL Average: $1,855,561,029
Total Number of Employees

68

FL Average: 62
Total Number of Accounts

3,487

FL Average: 2,474
Average Account Size

$175,758

FL Average: $750,025

Investment Advisory Services

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

Megan Wolfe Work History

2006 - Present (18 years)

G.A. Repple & Company

2005 - Present (19 years)

Lockheed Martin

2003 - Present (21 years)

Wolfe Financial

Disclosures

Please visit the SEC profile of Megan Wolfe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at G. A. Repple & Company

Brent Jackson
Dayton, OH
Jason Mac Dowall
Casselberry, FL
Linden Gould
Casselberry, FL
Timothy Moyer
Casselberry, FL
Steven Prawl
Saint Petersburg, FL
Jacob Pryor
Casselberry, FL
Neal Engwall
Saint Petersburg, FL
Lanis Webb
Casselberry, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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