Timothy Gambatese
Timothy Gambatese is a registered investment advisor at Gtg Wealth Management, LLC, based in Elm Grove, WI, with 29 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, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Wealth Counseling Services and Consultation Services: Fees are based on an hourly rate of $150 or a fixed project fee, determined by estimated project hours using the hourly rate as a guide.
Location
12970 West Bluemound Road, Suite 105, Elm Grove, WI, 53122
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2003Other Business ActivitiesSells Insurance
Timothy manages rental property through Gambo LLC, dedicating minimal time. He is also an independent insurance agent selling various insurance products, spending a few hours per week on this activity.
Employment History
Current Registrations
Gtg Wealth Management, LLC
Previous Registrations
Anchor Sage Advisors, LLC
Gtg Wealth Management, LLC
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
State Registrations2 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.