TG
TG

Timothy Gaffney

26 Years of Experience
Chicago, IL
Broker

Timothy Gaffney is a registered investment advisor at Wells Fargo Advisors, based in Chicago, IL, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

10 South Wacker Drive, Suite 2960, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Timothy owns Gaffney Wealth Management, LLC and BSC Jumpers, LLC. He also serves as power of attorney for Mary Gaffney and trustee/co-trustee for several family trusts, dedicating minimal time to these roles.

Employment History
Current Registrations
Wells Fargo Advisors
June 2023 - Present · 2 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 1999 - June 2023 · 23 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
October 1999 - June 2023 · 23 yrs 8 mos
First Union Capital Markets CORP.Broker
July 1999 - October 1999 · 3 mos
State Registrations31 states
AKALAZCACOCTFLGAIDILINKYMAMDMNMOMTNCNDNENJNYOHOKPASCSDTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.