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 working out of Lake Mary, Florida with 16 years of industry experience. Wolfe is an advisor for G. A. Repple & Company. Their career trajectory has included roles at Wolfe Financial, Lockheed Martin and G.A. Repple & Company. Wolfe has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Florida. G. A. Repple & Company is a registered investment firm based in Casselberry, FL. The company has offices in 22 locations and a total of 68 people on staff. It has $548 million in total assets across its 4,238 accounts, making it one of the larger firms in the country by assets under management. The firm offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors are based on which service is provided. Fee types charged by G. A. Repple & Company can consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

16 years

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 1001
Lake Mary, FL 32746

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G. A. Repple & Company Brokerage Details

Total Assets Under Management

$548,010,152

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

68

FL Average: 62
Total Number of Accounts

4,238

FL Average: 2,474
Average Account Size

$129,309

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

Megan has been registered as a financial advisor for 16 years.*

2006 - Present (18 years)

G.A. Repple & Company

2005 - Present (19 years)

Lockheed Martin

2003 - Present (21 years)

Wolfe Financial

*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 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

Allen Keller
Casselberry, FL
Linden Gould
Casselberry, FL
Jason Mac Dowall
Sarasota, FL
Brent Jackson
Dayton, OH
Steven Prawl
Saint Petersburg, FL
Lanis Webb
Casselberry, FL
Timothy Moyer
Casselberry, FL
Jeffrey Edgar
Kingsley, IA

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.

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