David Benjamin Wolfe
Investment adviser representative at Advanced Advisor Group, LLC
18 yearsExperience
1 stateRegistered in
$10.9MFirm assets
6 yearsFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Advanced Advisor Group, LLCAug 2008 to now
- Efs AdvisorsAug 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (MN).
Advanced Advisor Group, LLC
$10.9MAssets managed
58Clients
13Advisers
6 yearsIn 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
- 2375488
- Firm CRD
- 140393