Timothy O'neal (CRD# 4022274) is an Investment Advisor Representative working at Archway Wealth Management, LLC in Kirkwood, MO and has over 24 years of experience in the finance industry.
CRD# 4815893
Edward Jones
CRD# 2692648
Arbor Point Advisors
CRD# 5461354
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Archway Wealth Management, LLC | Kirkwood, MO | Sep 2023 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | Frontenac, MO | Oct 2015 - Sep 2023 | 7 |
| Wells Fargo Clearing Services, LLC | Frontenac, MO | Jan 2008 - Sep 2023 | 15 |
| Wells Fargo Advisors, LLC | Frontenac, MO | Feb 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- MO
- TX
-
Total Assets Under Management287MILLIONS
-
Total Number of Accounts799ACCOUNTS
-
Average Account Value$359,617
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, IL, LA, MO, TX, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.