Dan
Wolfe
Momentum Independent Network Inc
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About this Advisor
Dan Wolfe is a financial advisor based in Corydon, Indiana, working with Momentum Independent Network Inc. Dan has previously worked at Sws Financial Services, has passed the Series 63 and Series 66 regulatory exams, and is registered to provide services in Florida and Indiana. Currently, Dan is part of Momentum Independent Network Inc, which operates out of Corydon, Indiana. The firm has 93 offices and 98 employees. Momentum Independent Network Inc manages $1.3 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Momentum Independent Network Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Momentum Independent Network Inc Brokerage Details
$1,337,377,801
98
2,850
$469,255
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
Dan Wolfe Work History
Sws Financial Services
Disclosures
Please visit the SEC profile of Dan Wolfe 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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