Charles Wren Wolfe
Investment adviser representative at Osaic Wealth, Inc.
21 yearsExperience
2 statesRegistered in
$234.9BFirm assets
29 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
- Seminars and workshops
Experience
21 years in the industry.
- Osaic Wealth, Inc.Jan 2025 to now
- Lincoln Financial Advisors CorporationMay 2023 to Jan 2025
- First Command Advisory ServicesDec 2015 to May 2023
- First Command Financial Services, IncMar 2006 to May 2023
- First Command Financial Planning IncMay 2005 to May 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 4974556
- Firm CRD
- 23131