Robert Richard Wolf
Investment Adviser Representative at Advisor Share Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert Richard Wolf is an investment adviser representative with Advisor Share Wealth Management, LLC in Mckinney, TX, where they have been registered since 2025. They have worked in the securities industry since 2005 and have been registered with 6 firms, including TF Wealth Management, LLC and First Advisors National, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts, Missouri, New York, Texas, and Utah.
Registrations & licenses
- Investment adviser:
- Massachusetts, Missouri, New York, Texas, Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- MPWM, Inc dba TF Insurance and Financial SolutionsSep 2008 – no end date reportedMcKinney, TX
- Terra Firma Business & Financial Consultants, LLCDec 2013 – no end date reportedMcKinney, TX
- Horter Investment ManagementJan 2016 – Dec 2016Cincinnati, OH
- TF Wealth Management, LLCMay 2018 – no end date reportedMcKinney, TX
- Woodbury Financial Services IncDec 2016 – Apr 2017Tustin, CA
- Sagepoint FinancialMay 2017 – Feb 2018Torrance, CA
- Advisor Share Wealth Management, LLCJun 2025 – no end date reportedVancouver, WA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Advisor Share Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $25,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 47
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Vancouver, WA
- SEC file number:
- 801-127122
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 9, 2026
View full firm profileOther advisors at Advisor Share Wealth Management, LLC
Showing 12 of 47 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Richard Wolf has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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