Timothy Woodward, financial advisor Indianapolis IN
90 score

Timothy Woodward

CRD Number: 6191791
Current Firm: Market Street Wealth Management Advisors, LLC

Timothy Woodward (CRD# 6191791) is an Investment Advisor Representative working at Market Street Wealth Management Advisors, LLC in Indianapolis, IN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Market Street Wealth Management Advisors, LLC Indianapolis, IN Dec 2012 - Current 3
Bastian Solutions, LLC Indianapolis, IN Feb 2009 - Dec 2012 3
Ford Motor Company Dearborn, MI Jun 2007 - Feb 2009 1
Visteon Corporation Van Buren Twshp, MI Jun 2003 - May 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Timothy B. Woodward
Phone Number: 317-860-1078
Firm Website: https://www.mswma.com/
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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