TW
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Timothy Wingenbach

12 Years of Experience
St. Louis, MO
Broker

Timothy Wingenbach is a registered investment advisor at Arlington Securities, INC, based in St. Louis, MO, with 12 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 320 clients with $120M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
320 clients
Average Client Portfolio
$365K average
Assets Under Management
$116.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management

Arlington Securities charges a percentage of the value of your portfolio for investment management. The exact percentage is agreed upon with the client. Fees are deducted from the account monthly, based on the month-end value. Arlington Securities covers transaction costs and custodian-related expenses. Fees are negotiable.

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Location

140 Marine Lane, St. Louis, MO, 63146-2236

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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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Employment History
Current Registrations
Arlington Securities, INC
August 2019 - Present · 6 yrs 9 mos
Arlington Securities, INC.Broker
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Edward Jones
August 2014 - August 2019 · 5 yrs
Edward JonesBroker
May 2014 - August 2019 · 5 yrs 3 mos
Edward JonesBroker
September 2005 - March 2006 · 6 mos
State Registrations3 states
ILMOWI
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.