Timothy Wood, financial advisor Lake Oswego OR

Timothy Wood

CRD Number: 4428218
Current Firm: Foster & Wood, Inc.

Timothy Wood (CRD# 4428218) is an Investment Advisor Representative working at Foster & Wood, Inc. in Lake Oswego, OR and has over 22 years of experience in the finance industry.

Similar Advisors
Jason Tafoya, financial advisor Lake Oswego OR
Jason L. Tafoya
CRD# 5807693
The H Group Washington, Inc.
Similar Advisors
Patrick Culligan, financial advisor Lake Oswego OR
Patrick J. Culligan
CRD# 1053785
Securities America Advisors, Inc.
Similar Advisors
Stephen Aaron, financial advisor Lake Oswego OR
Stephen M. Aaron
CRD# 2279233
Ameriprise Financial Services, LLC
Company Name Location Dates Years
Foster Wealth, Inc. Lake Oswego, OR May 2015 - Current 8
Deschutes Investment Consulting, LLC Portland, OR Oct 2011 - May 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2001
Contact Info for Timothy E. Wood
Phone Number: 503-785-9844
Registered State(s):
  • OR
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    164
    MILLIONS
  • Total Number of Accounts
    211
    ACCOUNTS
  • Average Account Value
    $778,427
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
  • Pension consulting services
Types of Clients
Registered States

OR, TX, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.