Katie D Wolfe
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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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
10 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Ignyte Financial, LLCAug 2020 to now
- Wolfe Wealth Advisors LLCApr 2020 to now
- Avantax Advisory ServicesNov 2023 to Sep 2025
- Avantax Insurance Agency, LLCNov 2023 to Sep 2025
- Avantax Investment Services Inc.Nov 2023 to Sep 2025
- Ifp Securities, LLCAug 2020 to Nov 2023
- Independent Financial PartnersAug 2020 to Nov 2023
- Cetera Investment Advisers LLCJun 2019 to Aug 2020
- Cetera Investment Services LLCJun 2019 to Aug 2020
- First Merchants Investment ServicesJun 2019 to Aug 2020
- Key Investment Services LLCJan 2016 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 6264214
- Firm CRD
- 105644