Timothy Wendt (CRD# 2916521) is an Investment Advisor Representative working at Wendt Financial Advisors, LLC in Battle Creek, MI and has over 26 years of experience in the finance industry. Timothy Wendt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6438697
Thrivent Investment Management Inc.
CRD# 2314415
Ameriprise Financial Services, LLC
CRD# 1741636
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wendt Financial Advisors, LLC | Battle Creek, MI | Mar 2020 - Current | 4 |
| Plante & Moran Pllc | Portage, MI | Jul 2010 - Mar 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1997 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- MI
- TX
-
Total Assets Under Management57MILLIONS
-
Total Number of Accounts36ACCOUNTS
-
Average Account Value$1,591,812
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
MI, TX
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