Unclaimed
Tim Bloemhof is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Tim has over 20 years of experience in the financial services industry. Tim Bloemhof is registered with the state of California and Texas. Tim holds Series 7, 24, and 63 licenses and is also a Certified Financial Planner. Tim is the sole owner of Bloemhof Wealth Management Inc., and has several other business ventures, including farm and almond processing businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
06/19/2019 - Present
Wells Fargo Advisors Financial Network, LLC (RIPON CA)
CA
01/01/2008 - 06/19/2019
WELLS FARGO CLEARING SERVICES, LLC (MODESTO CA)
CA
04/14/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MODESTO CA)
BC
Issued 04/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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