Tyisha Marie Wolfe
Investment adviser representative at Concurrent Investment Advisors, LLC
10 yearsExperience
1 stateRegistered in
$15.7BFirm assets
4 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Concurrent Investment Advisors, LLCApr 2026 to now
- Purshe Kaplan Sterling InvestmentsApr 2026 to now
- Cno Financial - Bankers Life SecuritiesFeb 2025 to Apr 2026
- First Command Financial ServicesApr 2018 to Feb 2025
- Trinity Portfolio AdvisorsJun 2017 to Feb 2018
- Morgan StanleyJun 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Concurrent Investment Advisors, LLC
$15.7BAssets managed
13,277Clients
349Advisers
4 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
- 4895073
- Firm CRD
- 323135