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Timothy Wenger

7 Years of Experience
Fort Collins, CO
1 DisclosureBroker

Timothy Wenger is a registered investment advisor at Cetera Investment Advisers LLC, based in Fort Collins, CO, with 7 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

760 Whalers Way, A201, Fort Collins, CO, 80525

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History

Regulatory History (1)
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Customer Dispute
August 2022
Denied
Other Business Activities

Timothy is a part owner of Millennium Financial Group, dedicating nearly full-time hours to financial services. He is also President of Colorado Argos, Inc. for tax reporting purposes and owns two rental property LLCs, spending minimal time on each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
Cetera Advisors LLC
April 2020 - March 2024 · 3 yrs 11 mos
Ameriprise Financial Services, LLC.
April 2019 - January 2020 · 9 mos
Ameriprise Financial Services, INC.Broker
July 2018 - January 2020 · 1 yr 6 mos
State Registrations32 states
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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 Wenger - Financial Advisor | TrueAdvisor