linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Timothy Robert Wesling

Wesling Financial Planning Services Corp.

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 Robert Wesling

Timothy Wesling is a financial advisor in Alexandria, VA. Timothy has been a registered investment advisor since August 2003. Timothy Robert Wesling is a registered representative of Wesling Financial Planning Services Corp., a firm headquartered in Alexandria, VA, with a branch office in Alexandria, VA. The firm has approximately 60 clients and has been in business since at least 2006. Timothy has worked as a financial advisor for over 20 years. Timothy's current employment with Wesling Financial Planning Services Corp. began in May of 2003. Timothy has been registered with the state of Virginia since August of 2006. He has also been registered with Maryland since April of 2012 and Texas since March of 2020. He is also a Certified Financial Planner.

Firm Information

Timothy Wesling is currently registered with Wesling Financial Planning Services Corp.. Wesling Financial Planning Services Corp. is an investment advisor with 1 investment advisor representative and 1 investment advisory function. The firm manages approximately $51.4 million in regulatory assets for 60 clients, primarily individuals other than high-net-worth individuals and charitable organizations. They provide financial planning and portfolio management services for individuals.

$51.40M

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.

check

financial planning services

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

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 Wesling’s Registration & Firm History

VA

08/21/2006 - Present

Wesling Financial Planning Services Corp. (ALEXANDRIA VA)

VA

08/08/2003 - 08/08/2006

MORGAN STANLEY DW INC. (ALEXANDRIA VA)

Not sure if Timothy Robert Wesling is right for you?

Licenses & Designations

BOTH

Issued 08/20/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/04/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 08/07/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Robert Wesling.
Not sure if Timothy Robert Wesling is right for you?