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Evan Wolk

Wolk Financial Management

6343 NW 72nd Pl

Parkland, FL 33067
(954) 9370232

Comprehensive financial and education planning.

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

CRD#

4604354

Firm CRD#

4604354

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

Years of Experience in Financial Services

31

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

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

Qualifications & Membership

Certifications, Accreditations & Designations

CRPC®

Securities Licenses

Series 24, Series 7, Series 66

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

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Flat Fee

Fee % Based on Assets

Negotiable

Education

Bachelor of Arts - International Affairs concentrating in Economics

The George Washington University
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.