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Timothy Bernard Woods

WEALTH MANAGEMENT GROUP, L.L.C.·INVERNESS, Illinois
Clean recordWEALTH 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy Bernard Woods is a registered financial advisor based in INVERNESS, Illinois, affiliated with WEALTH MANAGEMENT GROUP, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
VESTGEN ADVISORS, LLC
VESTGEN ADVISORS, LLC
AUM
$660M
Regulatory assets under management
Employees
75
Total firm employees
View all advisors at VESTGEN ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4428777
Firm CRD# 318657
View on FINRA BrokerCheck →

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05

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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Other Advisors at WEALTH MANAGEMENT GROUP, L.L.C.

Craig George Bolanos
INVERNESS, IL
Joshua David Gerry
INVERNESS, IL
Ferian Nickelson
INVERNESS, IL
Leslie Marie Bolanos
INVERNESS, IL

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