ChooseAFinancialAdvisor.com
Advisors / Florida / Seminole
3yrs

Robert Wolf

Financial advisor at Thrivent Investment Management

Robert Wolf is a fiduciary financial advisor in Seminole, Florida, with 3 years in the industry. Robert joined Thrivent Investment Management in 2025, a firm offering financial planning and investment management. The firm is paid through a percentage of assets and flat fees.

One of 32 advisors with offices in Seminole, and one of 30 fiduciaries.

Seminole, FLFiduciary advisor

At a glance

Experience3 years (since 2024)
How that compares ?3 years in the industry
OfficeSeminole, FL
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$162,801
Advisors at the firm3,159
States licensed ?1 state

Services through Thrivent Investment Management

Financial planningInvestment management for individuals and small businesses

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
Series 65Uniform Investment Adviser Law Examination

Career

  1. Mar 2025 – now

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Robert

How do I contact Robert?

Call Thrivent Investment Management at (800) 847-4836 and ask for Robert Wolf. Robert works from the Seminole, FL office.

How long has Robert been a financial advisor?

Robert has been in the industry since 2024, about 3 years. 3 years in the industry.

What licenses does Robert hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Robert a fiduciary?

Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Robert paid?

Thrivent Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Robert 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.

Other advisors nearby

JSM Investment Management
42yrs
Jeffrey Merkow
Financial advisor
Seminole, FL
Top 2% by experience in Florida
Fiduciary
Call Directions
Calton & Associates
42yrs
Peter Franco
Financial advisor
Seminole, FL
Top 3% by experience in Florida
Fiduciary
Call Directions
Targeted Financial Services
35yrs
Alan Rubin
Financial advisor
5666 Seminole Blvd Suite 146
Seminole, FL 33772
Top 9% by experience in Florida
Fiduciary
Call Directions
LPL Financial
31yrs
Mark Vernick
Financial advisor
9303 Seminole Blvd Suite A
Seminole, FL 33772
Top 15% by experience in Florida
CFP®
Call Directions
UBS Financial Services
30yrs
Elizabeth Adam
Financial advisor
Seminole, FL
Top 16% by experience in Florida
Fiduciary
Call Directions

See all advisors near Seminole