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Timothy James Wolters

Stonepoint Capital, LLC

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About Timothy James Wolters

Timothy Wolters is a registered investment advisor representative with Stonepoint Capital, LLC. Timothy has been in the financial services industry since 2013, and is registered to provide investment advice in Alabama and Tennessee. Timothy specializes in providing financial planning, portfolio management and selection of other advisors. Timothy also provides business and tax consulting. Prior to joining Stonepoint Capital, LLC, Timothy worked with Trustcore Investments, Inc. Timothy holds the Series 66, Series 7 and SIE exams.

Firm Information

Timothy Wolters is currently registered with Stonepoint Capital, LLC. Stonepoint Capital, LLC is a Nashville, TN-based registered investment advisor with over $154 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. They also offer business/tax consulting and selection of other advisors. The firm's clients primarily include high net worth individuals, investment companies, and pooled investment vehicles.
Stonepoint Capital, LLC

4015 HILLSBORO PIKE

NASHVILLE, TN 37215

$154.90M

Assets Under Management

Not reported

Total Clients

1

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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business/tax consulting

Business/tax consulting

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.

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fixed fees

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

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Timothy Wolters’s Registration & Firm History

TN

01/24/2022 - Present

Stonepoint Capital, LLC (NASHVILLE TN)

TN

10/01/2013 - 04/06/2015

TRUSTCORE INVESTMENTS, INC. (BRENTWOOD TN)

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Licenses & Designations

BOTH

Issued 02/13/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/06/2015

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy James Wolters.
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