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Janet Ann Wulf

Advisor at Ally invest Advisors — Sumner, IA

Updated today

Credentials

Series 63, Series 66

Experience

22 years

Location

Sumner, IA

Ally invest Advisors logo

Ally invest Advisors

Multi-team

Total advisors

84

Across 35 offices

Clients per advisor

990 Very High

Avg AUM per client

$20,749 Very Low

HNW client ratio

0% Very Low

About

Janet Wulf is a financial advisor at Ally Invest Advisors with 22 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at TIAA-CREF from 2016 to 2020. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, including ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice services. The firm uses model portfolios based on Modern Portfolio Theory with multiple risk tiers and cash allocation strategies.

Client services

Based on Ally invest Advisors

Financial planning Portfolio management

Expertise

Based on Ally invest Advisors

ESG / Sustainable investing Tax-loss harvesting Income planning Retirement income strategy

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Fee options

Percentage

$0 - $250,000: 0.85% annually $250,001 - $1,000,000: 0.80% annually $1,000,001+: 0.75% annually

Other

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

Location

See office

Sumner, IA

Sumner IA

Advisors at this office

1

Most active in

Iowa

Work history

22 years of industry experience

Ally Invest Advisors

2021 - Present • 5 years

Charlotte, NC

Ally Invest Securities LLC

2021 - Present • 5 years

Charlotte, NC

Unemployed

2020 - 2021 • 1 year

Sumner, IA

TIAA-CREF

2016 - 2020 • 4 years

Cedar Falls, IA

Tiaa

2016 - 2020 • 4 years

Cedar Falls, IA

Accel Wealth Management

2016 - 2016 • 1 year

Cedar Falls, IA

Rda Financial Network

2010 - 2016 • 6 years

Cedar Falls, IA

Net Worth Advisors

2009 - 2012 • 3 years

Waterloo, IA

Advantage Investment Management, Llc

2009 - 2010 • 1 year

Waterloo, IA

National Planning Corporation

2009 - 2010 • 1 year

Waterloo, IA

CUNA Brokerage Services, Inc.

2006 - 2008 • 2 years

IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

James F

Series 63

Denver, IA

Prospera Financial Services, inc.

James Franzen is a financial advisor with Prospera Financial Services, Inc. in Denver, Iowa, holding a Series 63 designation and bringing 37 years of industry experience. Prior to joining Prospera in 2025, he spent 20 years at Cutter & Company Brokerage, Inc. He also has longstanding involvement in farming, operating the James N. Franzen Farm since 1978 and producing grain products. Franzen is an associated person with Investors Commodity Services, Inc., an introducing commodity futures broker. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Hillary M

Series 66

Sumner, IA

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Hillary Meister is a financial advisor at United Planners' Financial Services of America with a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Honkamp & Co. and held positions in education at the University of Dubuque and Sumner-Fredericksburg High School. She is also the bookkeeper and tax preparer for Plain & Simple, LLC, a non-investment related business. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a range of advisory models and both fee-based and commission-based options.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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Christopher H

Series 63, Series 66

Denver, IA

Principal Financial Services

Christopher Holthaus is a financial advisor with Principal Financial Services based in Denver, IA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Principal Life Insurance Co and Princor Financial Services Corporation since the late 1990s and previously operated Holthaus Financial Services for over two decades. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Retired Founder/Business Owner
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Nicholas W

Series 63, Series 65

Denver, IA

Principal Financial Services

Nicholas Wittenburg is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2012. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel outside the U.S. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Ann V

Series 63, Series 66

Sumner, IA

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Ann Vanengelenburg is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with United Planners since 2013 and also serves as Chief Operating Officer at related entities, including Investment Center and Insurance Center. Vanengelenburg was involved with the Sumner Rotary Organization for four years. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, primarily managing non-discretionary assets.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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Angie F

Series 63, Series 65

Readlyn, IA

Principal Financial Services

Angie Fritz is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with Principal Securities Inc. since 2016 and has been associated with Principal Life Insurance Company since 1995. Outside of her advisory role, she co-owns Bold North, LLC, a business that plans to purchase and renovate residential properties. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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