Timothy WagenknechtCRD Number: 5602420
Current Firm: Fortified Financial Services, Inc.
Timothy Wagenknecht (CRD# 5602420) is an Investment Advisor Representative working at Fortified Financial Services, Inc. in Geneva, IL and has over 8 years of experience in the finance industry.
Forum Financial Management, LP
Nfp Advisor Services, LLC
|Fortified Financial Services, Inc.||Geneva, IL||May 2016 - Current||< 1|
|Woodbury Financial Services, Inc.||Aurora, IL||Sep 2014 - Apr 2016||1|
|Investment Professionals, Inc.||San Antonio, TX||Jul 2013 - Sep 2014||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Lisle, IL||Aug 2011 - Jul 2013||1|
|Waddell & Reed, Inc.||Naperville, IL||Apr 2010 - Aug 2011||1|
|Various Insurance Carriers For W & R Insurance Agencies||Aurora, IL||Apr 2010 - Aug 2011||1|
|Proequities, Inc.||Elgin, IL||Oct 2008 - Mar 2010||1|
|Ema Realty Investments, LLC||Aurora, IL||Mar 2003 - Sep 2009||6|
|United First Financial||Aurora, IL||Sep 2007 - Oct 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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