Jean Wolfe Location
- Saint Paul, MN, US
Jean Wolfe Work
- 2014 - now Vice President @
- 2008 - 2013 Principal @
- 2004 - 2013 Senior Wealth Advisor @ CliftonLarsonAllen Wealth Advisors, LLC
- 1998 - 2004 Vice President @ Piper Jaffray
Jean Wolfe Education
- St. Cloud State University
B.S. (Marketing, Finance)
1979 - 1983
Jean Wolfe Skills
- Estate Planning
- Strategic Financial Planning
- Retirement Planning
- Series 7
- Insurance
- Wealth Management
- Investments
- Investment Advisory
- Portfolio Management
- Wealth
- Life Insurance
- Variable Annuities
- Personal Financial Planning
- Fixed Annuities
- Wire
Jean Wolfe Summary
- Jean Wolfe, based in Saint Paul, MN, US, is currently a Vice President at Robert W. Baird & Co.. Jean Wolfe brings experience from previous roles at CliftonLarsonAllen, CliftonLarsonAllen Wealth Advisors, LLC and Piper Jaffray. Jean Wolfe holds a 1979 - 1983 B.S. in Marketing, Finance @ St. Cloud State University. With a robust skill set that includes Estate Planning, Strategic Financial Planning, Retirement Planning, Series 7, Insurance and more. Jean Wolfe has 2 emails on RocketReach.
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