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Kari W

Series 65, Series 63

Sioux City, IA

First Command Advisory Services

Kari Wolfe is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses and two years of industry experience. Her background includes nine years of service in the U.S. Air Force and prior roles at Old Navy and Target. First Command Advisory Services, Inc. serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios built from mutual funds, ETFs, and third-party managed accounts, with portfolio management centralized through its Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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