Unclaimed Profile

Timothy Bernard Woods

WEALTH MANAGEMENT GROUP, L.L.C.·INVERNESS, Illinois

SIE, Series 7, Series 9, Series 10, Series 14, Series 24, Series 27, Series 31, Series 52TO, Series 53, Series 66, Series 79TO, Series 99TOClean record20 years registeredWEALTH MANAGEMENT GROUP, L.L.C.

1605 WEST COLONIAL PARKWAY, INVERNESS, IL 60067CRD# 4428777Firm CRD# 318657

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Bernard Woods · INVERNESS, IL

Registration

CRD #4428777 · WEALTH MANAGEMENT GROUP, L.L.C. · 20 years registered

Brand Profile

Not yet started

Career History

VESTGEN ADVISORS, LLC

Jul 2025 – present

WILLIAM BLAIR & COMPANY L.L.C.

Mar 2022 – May 2024

CHICAGO, IL

CL WEALTH MANAGEMENT LLC

Jul 2021 – Mar 2022

Chicago, IL

HIGHTOWER ADVISORS, LLC

May 2011 – May 2020

CHICAGO, IL

LASALLE FINANCIAL SERVICES, INC.

Dec 2005 – Sep 2007

CHICAGO, IL

MCDONALD INVESTMENTS INC.

Aug 2005 – Oct 2005

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 14

Series 24

Series 27

Series 31

Series 52TO

Series 53

Series 66

Series 79TO

Series 99TO

Registration record

First registered · August 22, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VESTGEN ADVISORS, LLC

CRD 318657 · SEC 801-123390

AUM

$660M

Regulatory assets under management

Employees

3,016 client accounts

Services offered by VESTGEN ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VESTGEN ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Bernard Woods offer?

Timothy Bernard Woods specializes in Financial Planning, Investment Management. Contact their office in INVERNESS, Illinois for a consultation.

What are Timothy Bernard Woods's credentials?

Timothy Bernard Woods is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Bernard Woods located?

Timothy Bernard Woods is based in INVERNESS, Illinois, working with WEALTH MANAGEMENT GROUP, L.L.C.. Their office serves clients in the INVERNESS metropolitan area and surrounding communities.

How does Timothy Bernard Woods charge for services?

Timothy Bernard Woods's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH MANAGEMENT GROUP, L.L.C.?

WEALTH MANAGEMENT GROUP, L.L.C. has approximately 75 employees and manages $660M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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