Timothy AltepeterCRD Number: 6271858
Current Firm: Wells Fargo Advisors, LLC
Timothy Altepeter (CRD# 6271858) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Saint Louis, MO and has over 3 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Wells Fargo Advisors, LLC||St. Louis, MO||Feb 2014 - Current||3|
|Wells Fargo Advisors LLC||St Louis, MO||Nov 2013 - Feb 2014||< 1|
|Convergys Corp.||Arnold, MO||Jul 2007 - Nov 2013||6|
|St. Louis Mortgage Consultants||Fenton, MO||Jun 2005 - Jun 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2014|
|S66||NASAA Uniform Combined State Law Examination||Mar 2015|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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