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Timothy Lehto

23 Years of Experience
Escanaba, MI
Broker

Timothy Lehto is a registered investment advisor at Wells Fargo Advisors, based in Escanaba, MI, with 23 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

2421 Ludington Street, 1st Floor, Escanaba, MI, 49829

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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 has 100% ownership of Lehto Private Wealth Management LLC, an investment-related business, since October 2024. This requires a full-time commitment from Timothy.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2024 - Present · 1 yr 7 mos
Wells Fargo Advisors
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Wells Fargo Advisors
January 2011 - October 2024 · 13 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - October 2024 · 13 yrs 9 mos
Wells Fargo Investments, LLCBroker
October 2005 - January 2011 · 5 yrs 3 mos
Wells Fargo Investments, LLC
October 2005 - January 2011 · 5 yrs 3 mos
Wells Fargo Investments, LLC
August 2003 - May 2005 · 1 yr 9 mos
Wells Fargo Investments, LLCBroker
July 2003 - May 2005 · 1 yr 10 mos
Edward JonesBroker
February 2002 - July 2003 · 1 yr 5 mos
State Registrations23 states
AZCACOFLGAILINMIMNMOMTNCOHOKORPASCSDTXUTVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Timothy Lehto - Financial Advisor | TrueAdvisor