Meagan
Wolfe
Allspring Funds Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Meagan Wolfe is a financial advisor working in Andover, Massachusetts. Wolfe currently works for Allspring Funds Management, LLC. Their career trajectory has included roles at Columbia Management Investment Distributors, Inc, Federal Deposit Insurance Corporation (Fdic), Kendra Scott, Rollins College, Ohio University, Merrimack College, Nordstrom, Abercrombie And Fitch Co, Austin Preparatory School, Allspring Funds Distributor, LLC and Allspring Funds Management, LLC. Wolfe has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Massachusetts. Allspring Funds Management, LLC is an advisory business that has its headquarters in Charlotte, NC. The investment advisory business has offices in six locations and a total of 418 people on staff. It manages $235 billion in assets under management among its 7,030 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 27 charities and foundations. Of its 7,030 client accounts, just 8% belong to high-net-worth individuals who have at least $1 million in assets. Allspring Funds Management, LLC offers a diverse set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fees usually are based on the financial services offered. However, fee types charged by Allspring Funds Management, LLC most likely consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Allspring Funds Management, LLC Brokerage Details
$235,232,798,890
418
7,030
$33,461,280
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Meagan Wolfe Work History
Meagan has been registered as a financial advisor for 0 years.*
Allspring Funds Distributor, LLC
Allspring Funds Management, LLC
Columbia Management Investment Distributors, Inc
Federal Deposit Insurance Corporation (Fdic)
Kendra Scott
Merrimack College
Ohio University
Nordstrom
Rollins College
Abercrombie And Fitch Co
Austin Preparatory School
*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 Meagan 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 Allspring Funds Management, LLC
New York, NY
Charlotte, NC
Charlotte, NC
Larkspur, CA
Menomonee Falls, WI
Boston, MA
Elgin, IL
Plymouth Meeting, PA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
