Timothy Koepke is a registered investment advisor at Wells Fargo Advisors, based in Winchester, WI, with 25 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
Winchester, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy has an 11.11% ownership in Heritage Private Wealth LLC and 100% ownership in Koepke Asset Management LLC. He spends a few hours per week and minimal time, respectively, on these investment-related activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Wells Fargo Funds Distributor, LLCBroker
Wells Fargo Funds Management, LLC
Strong Investments, INC.Broker
Strong Capital Management INC
State Registrations47 states
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