Wolf Advisory is a full-service, comprehensive, Financial Planning, Tax, and Insurance Firm servicing clients throughout Southwest Michigan. With offices in both St. Joseph and Kalamazoo, we focus on delivering our clients a truly holistic perspective, resulting in an undeniably unique service experience that is sure to exceed your expectations.
Robert Wolf, James Koenig, Amanda Latting, and Adam Wallace are registered representatives of, and securities are offered through, USA Financial Securities Corp. Member FINRA/SIPC. www.finra.org. Additionally, Rob Wolf and James Koenig are investment advisor representatives of, and advisory services offered through, USA Financial Securities, A Registered Investment Advisor. 6020 E. Fulton St., Ada, MI 49301. Wolf Advisory Services, LLC is not affiliated with USA Financial Securities.
Rob Wolf, Amanda Latting, James Koenig, and Adam Wallace are authorized to transact business only in states where they are properly registered. For investment products and services these states include:(Rob: AL; AR; AZ; CO; FL; GA; IL; IN; MI; MN; SC; TN; VA; WI) (Amanda: MI; WI) (James: MI) (Adam: MI). For Investment advisory services these states include: (Rob: AL; AZ; CO; FL; IL; IN; MI; SC; VA) (James: MI). Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.