• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
TAMARA WOLFE KINNEY
TAMMY L WOLFE, TAMMY L. WOLFE
CRD#: 4272821
IA
Investment Adviser
B
Broker
ASCENDANT FINANCIAL SOLUTIONS, INC.CRD#: 116771 809 W. RIORDAN
SUITE 104
FLAGSTAFF, AZ 86001
GENEOS WEALTH MANAGEMENT, INC.CRD#: 120894 809 W RIORDAN
SUITE #104
FLAGSTAFF, AZ 86001
Registration History
200420062008201020122014201620182020202220242026IAASCENDANT FINANCIAL SOLUTIONS,... (CRD# 116771)2008 - Present (16 years)BGENEOS WEALTH MANAGEMENT, INC. (CRD# 120894)2004 - Present (20 years)IAGENEOS WEALTH MANAGEMENT, INC. (CRD# 120894)2008 - 2008 (<1 year)
License(s)

State Registrations

B
Arizona 4/29/2008

IA
Arizona 5/27/2008

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ASCENDANT FINANCIAL SOLUTIONS, INC. (CRD#:116771)
809 W. RIORDAN SUITE 104, FLAGSTAFF, AZ 86001
Registered with this firm since 5/27/2008

B
GENEOS WEALTH MANAGEMENT, INC. (CRD#:120894)
809 W RIORDAN SUITE #104, FLAGSTAFF, AZ 86001
Registered with this firm since 8/16/2004

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
04/29/2008 - 04/30/2008 GENEOS WEALTH MANAGEMENT, INC. (CRD#:120894) FLAGSTAFF, AZ
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.