Timothy Wuest
Timothy Wuest is a registered investment advisor at First Heartland Consultants, INC., based in Cedar Rapids, IA, with 42 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 6,771 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Heartland Consultants offers a non-wrap program where your advisor manages your investments for a fee. The maximum fee is 1.75% of the assets managed, but the actual fee is negotiated between you and your advisor. This fee is paid quarterly in advance.
They also offer a 401(k) self-directed brokerage account program (SDBA) through The Pacific Financial Group (TPFG). In this program, First Heartland receives 0.75% of your assets annually, paid monthly, which is split between First Heartland and your advisor.
Location
1574 42nd St NE, Cedar Rapids, IA, 52402
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2006Other Business ActivitiesSells Insurance
Timothy is involved in the sale and distribution of insurance through First Heartland Consultants, which is investment-related. He also engages in the sale and consulting of group benefits through Group Benefits Ltd, which is not investment-related.
Employment History
Current Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Previous Registrations
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.