Timothy Vinton, financial advisor Lincoln NE

Timothy Vinton

CRD Number: 4869550
Current Firm: Mwa Financial Services, Inc.

Timothy Vinton (CRD# 4869550) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Lincoln, NE and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Mwa Financial Services Inc. Rock Island, IL Aug 2012 - Current 9
Prosperitas Wealth Management Lincoln, NE Mar 2009 - Current 12
Catholic Order Of Foresters Napeville, IL Feb 2009 - Current 12
Rental Homes Lincoln, NE Jan 2000 - Current 21
Catholic Financial Services Corporation Milwaukee, WI Feb 2009 - Oct 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2004
S66 NASAA Uniform Combined State Law Examination Mar 2019
Contact Info for Timothy J. Vinton
Phone Number: 309-558-3100
Registered State(s):
  • MN
  • NE
By the Numbers
  • Total Assets Under Management
    65
    MILLIONS
  • Total Number of Accounts
    376
    ACCOUNTS
  • Average Account Value
    $174,120
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, LA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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