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Timothy Eugene Voegele

TREYBOURNE WEALTH PLANNERS, INC.·GREENWOOD, Indiana
Unclaimed Profile
609 TREYBOURNE DR. SUITE B, GREENWOOD, IN 46142CRD# 5529752Firm CRD# 122730
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About

Timothy Eugene Voegele is a registered financial advisor based in GREENWOOD, Indiana, affiliated with TREYBOURNE WEALTH PLANNERS, 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
03

Firm Overview

Firm
TREYBOURNE WEALTH PLANNERS, INC.
TREYBOURNE WEALTH PLANNERS
AUM
$422M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at TREYBOURNE WEALTH PLANNERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5529752
Firm CRD# 122730
No disclosures on file
View on FINRA BrokerCheck →

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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. Contact their office in GREENWOOD, Indiana for a consultation.
What are Timothy Eugene Voegele's credentials?
Timothy Eugene Voegele is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Eugene Voegele located?
Timothy Eugene Voegele is based in GREENWOOD, Indiana, working with TREYBOURNE WEALTH PLANNERS, INC.. Their office serves clients in the GREENWOOD metropolitan area and surrounding communities.
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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Other advisors in GREENWOOD
Martin Joseph Armbruster — TREYBOURNE WEALTH PLANNERS, INC.Patrick Anthony Sherman — SHERMAN & ARMBRUSTER, INC.John David Grant — SHERMAN & ARMBRUSTER, INC.Stephanie Lynn Willison — TREYBOURNE WEALTH PLANNERS, INC.Brian Robert Bischoff — BISCHOFF WEALTH MANAGEMENT GROUP, LLC
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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