Timothy Warren Peterson
Investment adviser representative at Virtue Capital Management, LLC
19 yearsExperience
2 statesRegistered in
$1.3BFirm assets
12 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
- Seminars and workshops
Experience
19 years in the industry.
- Twp Financial & Insurance Services LLCApr 2021 to now
- Twp Wealth ManagementJul 2020 to now
- Virtue Capital Management, LLCAug 2019 to now
- Twp FinancialOct 2007 to now
- Horter Investment Management, LLCMay 2013 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (CA, IL).
Virtue Capital Management, LLC
$1.3BAssets managed
5,770Clients
86Advisers
12 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
- 6200366
- Firm CRD
- 167816