BW
CFP
BW
CFP

Brian Wolfer

16 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
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

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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
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
AZCADEFLMDMENCNJNVOHPASCTXWV
Advisor
Exams
No exam information available for this advisor.