Timothy
Womack

The Etf Store, Inc

CRD#2981332
Investment Advisor
in Overland Park, KS

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About this Advisor

Timothy Womack is a chartered financial analyst who works in Overland Park, Kansas with 2 years of relevant experience. Womack is an advisor for The Etf Store, Inc. Throughout their career, they have worked at Creative Planning, The Etf Store, Inc, Inovest Wealth Management, Inc and Mid-American Wealth Advisory Group. Womack holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in California, Kansas and Missouri. The Etf Store, Inc is a financial advisory firm that has its headquarters in Overland Park, KS. It oversees $205 million in total assets among its 1,211 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,211 client accounts, just 11% are associated with high-net-worth individuals who have more than $1 million in assets. The firm offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees charged by The Etf Store, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years Registered*

2 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7300 West 110Th Street Suite 870
Overland Park, KS 66210

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The Etf Store, Inc Brokerage Details

Total Assets Under Management

$205,050,151

KS Average: $2,243,162,756
Total Number of Employees

9

KS Average: 44
Total Number of Accounts

1,211

KS Average: 4,091
Average Account Size

$169,323

KS Average: $548,316

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

Timothy Womack Work History

Timothy has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

The Etf Store, Inc

2020 - 2021 (1 year)

Mid-American Wealth Advisory Group

2016 - 2019 (3 years)

Creative Planning

2008 - 2016 (8 years)

Inovest Wealth Management, Inc

*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 Womack 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 The Etf Store, Inc

William Fisher
Overland Park, KS
Jason Lank
Overland Park, KS
Conor Kelly
Overland Park, KS
Elliott Homan
Overland Park, KS
Benjamin Sight
Overland Park, KS
Timothy Womack
Overland Park, KS
Nathan Geraci
Overland Park, KS
Steven Murray
Overland Park, KS

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.

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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.

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