Timothy
Wenger

Cetera Advisors LLC

CRD#6887013
Investment Advisor
in Colorado Springs, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Timothy Wenger is a financial advisor who works in Colorado Springs, Colorado with 3 years of industry experience. Wenger is an advisor for Cetera Advisors LLC. During their career, Wenger has held roles at Ameriprise Financial Services, Inc, Fs Advisors, Univeristy Of West Florida, Santa Rosa Island Authority, Cetera Advisors LLC, Millennium Financial Group and Colorado Argos Inc. Wenger maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado and Texas. Cetera Advisors LLC is a registered investment company operating out of Englewood, CO. The company has offices in 692 locations and a total of 1,047 people on staff. It controls $21 billion in assets among its 90,646 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 294 charitable organizations. Of its 90,646 accounts, 26% belong to high-net-worth investors who have greater than $1 million in investable assets. Cetera Advisors LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually are based on which services the firm provides the client. Fee types billed by Cetera Advisors LLC likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

3204 N. Academy Blvd Ste 310
Colorado Springs, CO 80917

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$21,227,977,082

CO Average: $2,349,664,866
Total Number of Employees

1,047

CO Average: 28
Total Number of Accounts

90,646

CO Average: 1,101
Average Account Size

$234,185

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Timothy Wenger Work History

Timothy has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

Colorado Argos Inc

2020 - Present (4 years)

Cetera Advisors LLC

2020 - Present (4 years)

Millennium Financial Group

2018 - 2020 (2 years)

Ameriprise Financial Services, Inc

2017 - 2017 (< 1 year)

Fs Advisors

2014 - 2017 (3 years)

Santa Rosa Island Authority

2012 - 2019 (7 years)

Univeristy Of West Florida

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Timothy Wenger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Advisors LLC

Michael Rousseau
Westborough, MA
Nicholas Russell
Orlando, FL
Elyse Jurman
Boca Raton, FL
William Lucas
Missoula, MT
Iain Reilly
San Diego, CA
Denise Ford
Saint Louis, MO
John Peyton
Lake Oswego, OR
Randy Roesler
Franklin, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started