Cambridge Investment Research Advisors
37yrs
Top advisor by experience in North Olmsted
22yrs
David Wolfe is a financial advisor in North Olmsted, Ohio, with 22 years in the industry. David joined Cetera Investment Advisers in 2024, after a year at Legacy Advisory Services. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 74% of advisors in North Olmsted
Office23201 Lorain Rd., North Olmsted, OH 44070
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?2 states
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2024 – nowCetera Investment Advisers LLCCurrent firm
- May 2004 – Jun 2005Legacy Advisory Services, Inc.Previously
Contact David
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for David. 23201 Lorain Rd.North Olmsted, OH 44070Office · Get directions
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Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Cetera Investment Advisers at (310) 257-7880 and ask for David Wolfe. David works from the North Olmsted, OH office.
How long has David been a financial advisor?
David has been in the industry since 2004, about 22 years. More experience than 74% of advisors in North Olmsted.
What licenses does David hold?
Series 63. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is David paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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