Unclaimed Profile

Timothy Eugene Voegele

TREYBOURNE WEALTH PLANNERS, INC.·GREENWOOD, Indiana

Series 7, Series 63CFP CFAClean record17 years registeredTREYBOURNE WEALTH PLANNERS, INC.

609 TREYBOURNE DR. SUITE B, GREENWOOD, IN 46142CRD# 5529752Firm CRD# 122730

Profile Verification

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

Identity

Timothy Eugene Voegele · GREENWOOD, IN

Registration

CRD #5529752 · TREYBOURNE WEALTH PLANNERS, INC. · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TREYBOURNE WEALTH PLANNERS, INC.

TREYBOURNE WEALTH PLANNERS

Jan 2017 – Nov 2019

GREENWOOD, IN

ACUITY FINANCIAL ADVISORS

Jun 2010 – Dec 2016

GREENWOOD, IN

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

May 2009 – Jun 2010

GREENWOOD, IN

VIA WEALTH MANAGEMENT

Aug 2008 – May 2009

GREENWOOD, IN

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · August 19, 2008

Years registered · 17

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TREYBOURNE WEALTH PLANNERS, INC.

CRD 122730 · SEC 801-64128

AUM

$422M

Regulatory assets under management

Employees

1,279 client accounts

Services offered by TREYBOURNE WEALTH PLANNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TREYBOURNE WEALTH PLANNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Timothy Eugene Voegele offer?

Timothy Eugene Voegele specializes in Financial Planning, Investment Management, Wealth Management.

What are Timothy Eugene Voegele's credentials?

Timothy Eugene Voegele holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Timothy Eugene Voegele located?

Timothy Eugene Voegele is based in GREENWOOD, Indiana, last registered with TREYBOURNE WEALTH PLANNERS, INC..

How does Timothy Eugene Voegele charge for services?

Timothy Eugene Voegele'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 TREYBOURNE WEALTH PLANNERS, INC.?

TREYBOURNE WEALTH PLANNERS, INC. has approximately 8 employees and manages $422M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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