Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Allan Wolfe is an Investment Advisor Representative at Modern Wealth Management, LLC. Timothy has been in the financial services industry since 2012. Timothy is registered with the state of Missouri. Timothy has a Series 65 license. Timothy is a graduate of the University of Northern Iowa. Timothy specializes in financial planning, portfolio management for individuals, and selection of other advisors. Timothy has over 13,000 clients with a total of $2,073,107,856 in assets under management.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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KS
01/02/2025 - Present
Modern Wealth Management, LLC (LENEXA KS)
IA
Issued 05/14/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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