wiseradvisor

Evan Wolk
Wolk Financial Management

Tel: (954) 937-0232
6343 NW 72nd Pl
Parkland, FL 33067

Comprehensive financial and education planning.

Wolk Financial Management | Financial Advisor in Parkland ,FL


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

Firm Start Year:   2006
No.of Employees:   1
Insurance License#:   E058004
Name of Broker/Dealer:   KMS Financial
Name of Custodial Firm:   Pershing
States Licensed in:   CA, CT, FL, MA, MI, NJ, NY, PA, VA, WI
Number of Years with Current Firm:   14
I work with the following types of clients:   Individual Investors, Investment Clubs, Non-Profit Organizations, Businesses


Services

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


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Variable Annuity, Annuity, Long Term Care, Life, Variable Life


Firm Information

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


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   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
Compensation Methods:   Commissions, Based on Assets, Flat Fee
Fee % Based on Assets:   Negotiable


Education

Bachelor of Arts - International Affairs concentrating in Economics  The George Washington University - Washington, DC
9/1/1985-5/1/1989



Disclaimer

Securities and advisory services offered through KMS Financial Services, Inc. Member FINRA/SIPC and an SEC Registered Investment Advisor. Wolk Financial Management and KMS are separate and unaffiliated. Wolk Financial Management is not a registered investment advisor or broker-dealer.

Evan Wolk

Evan Wolk

CRPC®

Evan Wolk, Managing Director of Wolk Financial Management, Inc.has over 30 years experience in the financial services industry. Prior to founding WFM, Evan worked for Smith Barney in Boca Raton where he provided his clients a broad range of financial services including the development of investment strategies and the implementation of comprehensive financial plans. His experience includes retirement and education planning, equities, ETFs, 529s, fixed income, and insurance.

Prior to moving to South Florida in 2002, Evan was a Vice President in the Securities Lending Department of J.P. Morgan (formally Chase Manhattan/Chemical Bank) where he was responsible for the sales and trading of a $100 billion highly successful diversified securities lending program. He also spent four years with Yasuda Bank and Trust Company (U.S.A) where he served as the investment manager of the securities lending department.

While attending The George Washington University in Washington, D.C., Evan worked for the United States Department of State where he served as an Intelligence Operations Specialist responsible for preparing the daily classified morning summary of intelligence reports for the Secretary of State.

Since relocating to South Florida, Evan has become an active member of the community. He has served as the Chairman of the Parkland Chamber of Commerce where he has been an active member for over fifteen years.

Office Hours

wiseradvisor-balck-li-img Mon. 7:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 7:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 7:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 7:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 7:00 AM - 6:00 PM

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