Timothy Brian Moy
Investment adviser representative at Mbe Wealth Management, LLC
18 yearsExperience
1 stateRegistered in
$977.1MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Mbe Wealth Management, LLCOct 2012 to now
- Moy Borchert Erbs AssocJul 2000 to now
- LPL Financial, LLCOct 2012 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (WI).
Mbe Wealth Management, LLC
$977.1MAssets managed
2,598Clients
13Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5988465
- Firm CRD
- 165516