Jared
Mcnee
Wolff Financial Management LLC
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About this Advisor
Jared Mcnee is a financial advisor based in Kalamazoo, Michigan, working with Wolff Financial Management LLC. Jared has previously held positions at Bob Evans, Outback Steakhouse, The Planning Group, Kestra Financial, Inc, Student, and Wolff Financial Management. Jared has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Jared is part of Wolff Financial Management LLC, which operates out of Kalamazoo, Michigan. The firm has 1 office and 5 employees. The firm manages assets totaling $465.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Wolff Financial Management LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wolff Financial Management LLC Brokerage Details
$465,540,731
5
1,138
$409,087
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jared Mcnee Work History
Wolff Financial Management
The Planning Group
Kestra Financial, Inc
Outback Steakhouse
Bob Evans
Student
Disclosures
Please visit the SEC profile of Jared Mcnee 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 Wolff Financial Management LLC
Kalamazoo, MI
Kalamazoo, MI
Kalamazoo, MI
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