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Timothy Scott Mohns

Wealth Management Group, LLC

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About Timothy Scott Mohns

Timothy Mohns is a financial advisor with over 30 years of experience in the industry. Timothy is registered with Wealth Management Group, LLC, a firm that provides financial planning and portfolio management services to individuals, families, and institutions. Timothy is also a Certified Financial Planner (CFP®). Timothy has a strong track record of success in helping clients achieve their financial goals. He is committed to providing personalized, professional, and ethical financial advice.

Firm Information

Timothy Mohns is currently registered with Wealth Management Group, LLC. Wealth Management Group, LLC is an investment advisor headquartered in Inverness, Illinois, with over $660 million in regulatory assets under management. They offer a range of services, including financial planning, pension consulting, and portfolio management for individuals, charitable organizations, corporations, and pension plans. Their team includes 10 licensed agents, 30 investment advisor representatives, and 28 registered representatives.
Wealth Management Group, LLC

1605 WEST COLONIAL PARKWAY

INVERNESS, IL 60067

$660.29M

Assets Under Management

8

Total Clients

5

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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percentage of assets

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

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Timothy Mohns’s Registration & Firm History

IL

10/14/2024 - Present

Wealth Management Group, LLC (Naperville IL)

NY

07/07/1995 - 11/17/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

MA

01/22/1993 - 06/13/1995

SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)

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Licenses & Designations

IA

Issued 08/25/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/22/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/1995

Series 7 - General Securities Representative Examination

BC

Issued 01/20/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Scott Mohns.
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