Collin P Woulfe
Investment adviser representative at Greenstone Belt Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$260.1MFirm assets
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 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
11 years in the industry.
- Greenstone Belt Wealth Advisors, LLCMay 2025 to now
- Orba Wealth AdvisorsJun 2023 to May 2025
- Saint Xavier UniversityAug 2019 to May 2023
- Lockport Township High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Greenstone Belt Wealth Advisors, LLC
$260.1MAssets managed
84Clients
5Advisers
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
- 7775399
- Firm CRD
- 335862