Timothy Allan Wolfe
Investment adviser representative at Modern Wealth Management, LLC
14 yearsExperience
2 statesRegistered in
$10.9BFirm assets
3 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
14 years in the industry.
- Modern Wealth Management, LLCDec 2024 to now
- Buttonwood Financial Group, LLCJun 2023 to Dec 2024
- Rsm US Wealth Management LLCJan 2018 to Jun 2023
- Rsm US Wealth Management LLCJun 2017 to Aug 2017
- Cbe CompaniesSep 2016 to Dec 2016
- University of Northern IowaAug 2014 to Dec 2017
- Plumb Supply CompanyJun 2012 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
Modern Wealth Management, LLC
$10.9BAssets managed
11,934Clients
161Advisers
3 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
- 6947782
- Firm CRD
- 324624