James Torben Wolverton
Investment adviser representative at True Link Financial Advisors
13 yearsExperience
2 statesRegistered in
$1.9BFirm assets
7 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- True Link Financial AdvisorsJan 2026 to now
- Krause Financial ServicesMay 2023 to Dec 2025
- Eldercounsel, LLCDec 2013 to Apr 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
True Link Financial Advisors
Legal name: True Link Financial Advisors, LLC
$1.9BAssets managed
1,461Clients
6Advisers
7 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
- 8233356
- Firm CRD
- 281870