Timothy
Scholten
Yarger Wealth Strategies, LLC
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About this Advisor
Timothy Scholten is a financial advisor based in Westerville, Ohio, working with Yarger Wealth Strategies, LLC. Timothy has previously held positions at Sammons Securities Company, LLC, Spc, Parkland Securities, LLC, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, and Yarger Wealth Strategies. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio and Texas. Currently, Timothy is part of Yarger Wealth Strategies, LLC, which operates out of Westerville, Ohio. The firm has 4 employees and manages assets totaling $401.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Yarger Wealth Strategies, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Yarger Wealth Strategies, LLC Brokerage Details
$401,559,081
4
599
$670,382
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
Yarger Wealth Strategies
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Parkland Securities, LLC
Sammons Securities Company, LLC
Spc
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
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