Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Wynne is a financial advisor in Plymouth, MN. Timothy has been in the industry since April 24, 1986. Timothy currently works for Feltl Advisors. Timothy has experience with a variety of firms, including Oppenheimer & Co. Inc., Josephthal & Co., Inc., Mathews, Holmquist & Associates, Inc., J. W. Gant & Associates, Inc., and Michelin and Company, Inc. Timothy's specializations include securities, investment advisory services, and financial planning.
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.
Wrap accounts through non-affiliated providers
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.
Percentage of assets under outside management
1
2
MN
12/19/2013 - Present
Feltl Advisors (PLYMOUTH MN)
MN
01/02/2002 - 02/02/2012
OPPENHEIMER & CO. INC. (MINNEAPOLIS MN)
NY
04/22/1994 - 01/02/2002
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NA
06/23/1992 - 04/21/1994
MATHEWS, HOLMQUIST & ASSOCIATES, INC.
NA
01/02/1987 - 06/25/1992
J. W. GANT & ASSOCIATES, INC.
NA
04/25/1986 - 01/02/1987
MICHELIN AND COMPANY, INC.
IA
Issued 07/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/27/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2006
Series 3 - National Commodity Futures Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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