Timothy WeirCRD Number: 4512180
Current Firm: Waddell & Reed
Timothy Weir (CRD# 4512180) is an Investment Advisor Representative working at Waddell & Reed in Grand Rapids, MI and has over 15 years of experience in the finance industry.
Tarfis Wealth Management
Robert W. Baird & Company Incorporated
|Grandville Group LLC||Grandville, MI||Oct 2017 - Current||< 1|
|High Pointe Community Church||Byron Center, MI||Jun 2015 - Current||2|
|Bronxbrothers LLC||Grandville, MI||Jan 2012 - Current||6|
|Waddell & Reed, Inc.||Grandville, MI||Feb 2004 - Current||14|
|Various Insurance Carriers For W&r Insurance Agencies||Byron Center, MI||Feb 2004 - Current||14|
|Weir Advisors Resources||Grand Rapids, MI||Jan 2004 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2002|
|S66||NASAA Uniform Combined State Law Examination||Sep 2010|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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