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Tim Lee Wolf

FINANCIAL CONCEPTS, INC.·CHANDLER, Arizona
FINANCIAL CONCEPTS, INC.
3195 WEST RAY ROAD, CHANDLER, AZ 85226CRD# 1261588Firm CRD# 122342

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tim Lee Wolf · CHANDLER, AZ
Registration
CRD #1261588 · FINANCIAL CONCEPTS, INC.
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Tim Lee Wolf is a registered financial advisor based in CHANDLER, Arizona, affiliated with FINANCIAL CONCEPTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FINANCIAL CONCEPTS, INC.
FINANCIAL CONCEPTS
AUM
$56M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at FINANCIAL CONCEPTS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1261588
Firm CRD# 122342
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tim Lee Wolf offer?
Tim Lee Wolf specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHANDLER, Arizona for a consultation.
What are Tim Lee Wolf's credentials?
Tim Lee Wolf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tim Lee Wolf located?
Tim Lee Wolf is based in CHANDLER, Arizona, working with FINANCIAL CONCEPTS, INC.. Their office serves clients in the CHANDLER metropolitan area and surrounding communities.
How does Tim Lee Wolf charge for services?
Tim Lee Wolf's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL CONCEPTS, INC.?
FINANCIAL CONCEPTS, INC. has approximately 6 employees and manages $56M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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