Nationwide Financial Planners

National Coverage

Local Professionals

Featured Business Financial Advisor in Parkland, FL
Parkland Financial Advisors
Wolk Financial Management
6343 NW 72nd Pl
Parkland, FL 33067
(954) 937-0232
“Comprehensive financial and education planning.”
Advisor Profile
Evan Wolk
Name:  Evan Wolk
Website:  Visit Website
Disclaimer
Securities and advisory services offered through KMS Financial Services, Inc. Member FINRA/SIPC and an SEC Registered Investment Advisor.Wolk Financial Managementand KMS are separate and unaffiliated.Wolk Financial Managementis not a registered investment advisor or broker-dealer.

About Wolk Financial Management

Established in July of 2006, Wolk Financial Management is a full-service financial management firm under the direction of Evan Wolk. Evan believes that founding WFM better enabled him to provide his clients a high level of service while taking into account investment goals, time horizons, and risk tolerance.
 

General Information

Name of Broker/Dealer:    KMS Financial
I work with the following types of clients:    Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Insurance License#:    E058004
Number of Years with Current Firm:    14
Name of Custodial Firm:    Pershing
States Licensed in:    CA, CT, FL, MA, MI, NJ, NY, PA, VA, WI
Firm CRD#:    4604354
CRD#:    4604354
Years of Experience in Financial Services:    31
 

Services

I can meet clients in the following ways:    At your office, Via email, Via phone, At your home, Video Conference
Investment Types:    Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability
Securities Licenses:    Series 7, Series 24, Series 66
Certifications, Accreditations & Designations:    CRPC®
 

Firm Information

Firm's Number of Planning Clients:    50
Advisor's Number of Planning Clients:    45
Firm's Number of Clients:    50
Advisor's Number of Clients:    60
Assets Managed by Advisor:    $25,000,000
 

Compliance

I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
Registered Investment Advisor:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    Fee-Based (Fee and Commissions)
Compensation Methods:    Based on Assets, Flat Fee, Commissions
Fee % Based on Assets:    Negotiable
 
 
 

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.