Unclaimed
Timothy Coleman Womack is an investment advisor representative at The ETF Store, Inc. Timothy has been in the industry since April 2008 and has been registered as an investment advisor representative in Kansas, Missouri, and California. He is a Chartered Financial Analyst and holds a Series 65 license. Timothy's previous experience includes working at Creative Planning and Inovest Wealth Management, Inc. Timothy specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
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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2
KS
04/06/2021 - Present
THE ETF Store, Inc. (OVERLAND PARK KS)
IA
Issued 05/16/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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