Timothy Waller
Investment adviser representative at Mdrn Capital
11 yearsExperience
1 stateRegistered in
$338.6MFirm assets
2 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 assetsFixed 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
11 years in the industry.
- Mdrn Capital, LLCApr 2026 to now
- PNC Wealth ManagementDec 2024 to Mar 2026
- Kovack Advisors, Inc.Aug 2022 to Dec 2024
- The Huntington Investment CompanySep 2020 to Aug 2022
- Huntington National BankDec 2018 to Aug 2022
- Klm GardeningJul 2015 to Nov 2018
- Tim Waller Personal TrainingJul 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Mdrn Capital
Legal name: Mdrn Capital, LLC
$338.6MAssets managed
569Clients
29Advisers
2 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
- 7224136
- Firm CRD
- 325950