Timothy Winterhalter
Timothy Winterhalter is a registered investment advisor at Wells Fargo Advisors, based in Orchard Park, NY, with 28 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
240 Redtail Dr, Ste 14, Orchard Park, NY, 14127
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy is the executor for his grandmother-in-law's estate and co-trustee of two trusts, one for his daughter and one for his mother-in-law, dedicating minimal time to each. He is also the managing principal and 100% owner of Winterhalter Wealth Management, Inc., spending about 10-20% of his time on this, and a commission member for the Orchard Park Recreation Commission, dedicating minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations29 states
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