Janet Wulf
Advisor at Ally invest Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Ally invest Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Sumner, IA
Credentials
Series 63, Series 66
Industry experience
21 years
Janet Wulf is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior roles include positions at TIAA, RDA Financial Network, and Cambridge Investment Research. She also assists with compliance oversight for some Ally Invest Advisors processes. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated services and advisor-led advice. The firm’s investment approach is based on Modern Portfolio Theory, using ETF-based model portfolios across multiple risk tiers and employs automated algorithms alongside supervised monitoring.
Based on Ally invest Advisors
$0 - $250,000: 0.85% annually $250,001 - $1,000,000: 0.80% annually $1,000,001+: 0.75% annually
Account minimum: $100,000 Fee-only: 0.30% annually for Market-Focused Robo Portfolios; 0.50% annually for Guided Advice (billed monthly in arrears); no advisory fee for Cash-Enhanced Robo Portfolios and Invest Simply portfolios
Sumner, IA
Iowa
Ally Invest Advisors
2021 - Present (5 years)
Ally Invest Securities LLC
2021 - Present (5 years)
Unemployed
2020 - 2021 (1 year)
Tiaa
2016 - 2020 (4 years)
TIAA-CREF
2016 - 2020 (4 years)
Accel Wealth Management
2016 - 2016 (1 year)
RDA Financial Network
2010 - 2016 (6 years)
Cambridge Investment Research, Inc.
2010 - 2016 (6 years)
The Accel Group
2010 - 2016 (6 years)
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