Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Wellman is a financial advisor with over 30 years of experience in the industry. Timothy is currently registered with LPL Financial LLC and has been with them since January 2019. Previously, Timothy worked for First Heartland Capital, Inc., VSR Financial Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Timothy provides investment advisory services to individuals, corporations, charitable organizations, and other clients. He is also a registered representative and holds Series 63, Series 65, Series 7 and Series 24 licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IA
01/04/2019 - Present
LPL Financial LLC (WEST DES MOINES IA)
IA
09/02/1998 - 01/08/2019
FIRST HEARTLAND CAPITAL, INC. (URBANDALE IA)
KS
01/21/1994 - 09/01/1998
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
MN
06/17/1991 - 01/28/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/17/1991 - 01/28/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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