Timothy Wittenbrook, financial advisor Cincinnati OH
96 score

Timothy Wittenbrook

CRD Number: 1779926
Current Firm: Oxford Financial Group, Ltd

Timothy Wittenbrook (CRD# 1779926) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Cincinnati, OH and has over 28 years of experience in the finance industry. Timothy Wittenbrook 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.

Similar Advisors
Timothy Guthrie, CFP, financial advisor Cincinnati OH
Timothy R. Guthrie, CFP
CRD# 1989045
Bullseye Investment Management, LLC
Score
108
Similar Advisors
James Owens, financial advisor Cincinnati OH
James W. Owens
CRD# 4780124
Lang Advisors LLC
Score
106
Similar Advisors
Nathan Bishop, CFA, financial advisor Cincinnati OH
Nathan A. Bishop, CFA
CRD# 5594136
Opus Capital Group, LLC
Score
103
Professional Designations
Company Name Location Dates Years
Oxford Financial Group, Ltd Carmel, IN Oct 2014 - Current 2
J.p. Morgan Institutional Investments Inc. Kansas City, MO Apr 2010 - Current 6
Unemployed Cincinnati, OH Mar 2013 - Oct 2014 1
J.p. Morgan Retirement Plan Services LLC Kansas City, MO Apr 2010 - Mar 2013 2
Unemployed Cincinatti, OH Feb 2009 - Apr 2010 1
Fidelity Brokerage Services LLC Covington, KY Jan 2005 - Feb 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1988
Contact Info for Timothy E. Wittenbrook
Phone Number: 317-843-5678
Firm Website: http://www.ofgltd.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    13,577
    MILLIONS
  • Total Number of Accounts
    8,468
    ACCOUNTS
  • Average Account Value
    $1,603,328
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MD, MI, MN, MO, MS, MT, NC, NH, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.