Timothy Irwin is a registered investment advisor at Wells Fargo Advisors, based in Troy, OH, with 21 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
51 S Stanfield Rd, Troy, OH, 45373
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy has 100% ownership of Greenside Consultants, LLC, a land management and landscape project company, since 2020. He dedicates a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Nationwide Investment Services CorporationBroker
Nationwide Investment Advisors, LLC
Meeder Asset Management, INC.
Meeder Public Funds, INC.
Meeder Investment Management, INC.Broker
Montage Investments, LLC
Montage Securities, LLCBroker
J.P. Morgan Institutional Investments INC.Broker
Unified Financial Securities, INC.Broker
The Huntington Investment Company
J.P. Morgan Institutional Investments INC.Broker
Jpmorgan Distribution Services, INC.Broker
J.P. Morgan Asset Management
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Harris Investor Services LLCBroker
State Registrations1 state
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