Brian Wolfer

CFP

16 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth

Corecap Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

107 advisors

Number of Clients

9,157 clients

Average Client Portfolio

$346K average

Assets Under Management

$3.2B

Fee Structure

Location

51 Woodland Drive, Glen Mills, PA, 19342

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History

Regulatory History (1)

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Customer Dispute

November 2019

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Brian owns rental properties, dedicating a few hours per week to this activity. He is also an independent insurance agent with Dan White & Associates, selling insurance and annuities on a full-time basis.

Employment History

Current Registrations

Corecap Advisors

November 2023 - Present · 2 yrs 3 mos

Previous Registrations

Bdfs Capital LLC

November 2021 - February 2022 · 3 mos

Vanguard Advisers, INC.

August 2007 - November 2019 · 12 yrs 3 mos

Vanguard Marketing CorporationBroker

August 2005 - November 2019 · 14 yrs 3 mos

State Registrations14 states

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Advisor

Exams

No exam information available for this advisor.