linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Timothy Bryan Phelps

AE Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Timothy? Claim Your Profile

About Timothy Bryan Phelps

Timothy Phelps is a registered investment advisor representative and has been working in the financial services industry since 2022. He is currently registered with AE Wealth Management, LLC. Timothy Phelps holds the Series 66, Series 7TO, and SIE securities licenses. Timothy Phelps has experience with clients who are individuals, corporations, businesses, pension and profit sharing plans, and high net worth individuals.

Firm Information

Timothy Phelps is currently registered with AE Wealth Management, LLC. AE Wealth Management, LLC is a registered investment advisor headquartered in Topeka, Kansas. The firm has over 449 investment advisor representatives and manages over $27 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth. AE Wealth Management offers a variety of financial planning services, including portfolio management, educational seminars, and selection of other advisors.
AE Wealth Management, LLC

2950 SW MCCLURE ROAD

TOPEKA, KS 66614

$27.08B

Assets Under Management

27

Total Clients

413

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Timothy Phelps’s Registration & Firm History

KS

10/06/2023 - Present

AE Wealth Management, LLC (Topeka KS)

Not sure if Timothy Bryan Phelps is right for you?

Licenses & Designations

BOTH

Issued 10/05/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/17/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Bryan Phelps.
Not sure if Timothy Bryan Phelps is right for you?