Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
William W
Series 63, Series 65
Tulsa, OK
StoneX Advisors Inc.
William Wolfe II is a financial advisor with StoneX Advisors Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with StoneX Advisors since 2016 and has also worked with StoneX Securities Inc. since 2011. Outside of his advisory role, Wolfe serves as chairman of the Tulsa Central High-Endowment Fund, a scholarship and fundraising organization for his former high school. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a combination of independent advisors, an in-house Private Client Group, model-based strategies, and third-party money managers to deliver customized investment solutions.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters