Unclaimed Profile

Timothy Eugene Voegele

TREYBOURNE WEALTH PLANNERS, INC.·GREENWOOD, Indiana

Clean recordTREYBOURNE 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

TREYBOURNE WEALTH PLANNERS, INC.

TREYBOURNE WEALTH PLANNERS

AUM

$422M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5529752

Firm CRD# 122730

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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