Tim Wepner is a registered investment advisor at Wells Fargo Advisors, based in Newton, NC, with 34 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
110 S College Ave, 1st Floor, Newton, NC, 28658
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Regulatory History (1)
Customer Dispute
November 2013Other Business Activities
Tim has ownership in TW Properties of Newton LLC and several rental properties, dedicating minimal time to these ventures. He also has partial ownership in Covered Bridge Wealth Management LLC with his spouse.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
State Registrations14 states
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