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Ross Sean Wolf

Investment adviser representative at Pacific Financial Advisors
23 yearsExperience
1 stateRegistered in
$110.2MFirm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

23 years in the industry.

  1. Pacific Financial Advisors, Inc.May 2010 to now
  2. Pacific Insurance Advisors, LLCFeb 2003 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992

State registrations

Registered as an investment adviser representative in 1 state (WA).

Pacific Financial Advisors

Legal name: Pacific Financial Advisors, Inc.

$110.2MAssets managed
184Clients
4Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2248172
Firm CRD
154160
Advisor's SEC record (opens in a new tab)
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