Timothy
Scholten
Yarger Wealth Strategies, LLC
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About this Advisor
Timothy Scholten is a financial advisor based out of Westerville, Ohio who has 3 years of industry experience. Scholten is on the advisory team at Yarger Wealth Strategies, LLC. Throughout their career, Scholten has worked at Nationwide Securities, LLC, Nationwide, Sammons Securities Company, LLC, Spc, Parkland Securities, LLC, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc and Yarger Wealth Strategies. Scholten holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Ohio and Texas. Yarger Wealth Strategies, LLC is a financial advisory company that has its headquarters in Westerville, OH. It handles $311 million in total assets between its 518 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 518 accounts, 55% are held by high-net-worth clients who have more than $1 million in investable assets. Yarger Wealth Strategies, LLC provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules typically are based on which services are provided. Fee types billed by Yarger Wealth Strategies, LLC most likely are comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Yarger Wealth Strategies, LLC Brokerage Details
$310,603,010
4
518
$599,620
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Timothy Scholten Work History
Timothy has been registered as a financial advisor for 3 years.*
Yarger Wealth Strategies
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Parkland Securities, LLC
Nationwide Securities, LLC
Nationwide
Sammons Securities Company, LLC
Spc
*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 Scholten 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 Yarger Wealth Strategies, LLC
Westerville, OH
Westerville, OH
Westerville, OH
Westerville, OH
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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