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Timothy Reynolds O'neal

ARCHWAY WEALTH MANAGEMENT, LLC·KIRKWOOD, Missouri
SIE, Series 7, Series 63, Series 65Clean record15 years registeredARCHWAY WEALTH MANAGEMENT, LLC
10900 MANCHESTER RD, KIRKWOOD, MO 63122CRD# 4022274Firm CRD# 326816

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Reynolds O'neal · KIRKWOOD, MO
Registration
CRD #4022274 · ARCHWAY WEALTH MANAGEMENT, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

ARCHWAY WEALTH MANAGEMENT, LLC
Sep 2023 – present
WELLS FARGO CLEARING SERVICES, LLC
Oct 2015 – Oct 2023
FRONTENAC, MO
WELLS FARGO ADVISORS, LLC
Feb 2011 – Dec 2014
FRONTENAC, MO
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · February 14, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ARCHWAY WEALTH MANAGEMENT, LLC
CRD 326816 · SEC 801-128424
AUM
$287M
Regulatory assets under management
Employees
3
799 client accounts
Services offered by ARCHWAY WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ARCHWAY WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Timothy Reynolds O'neal offer?
Timothy Reynolds O'neal specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KIRKWOOD, Missouri for a consultation.
What are Timothy Reynolds O'neal's credentials?
Timothy Reynolds O'neal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Reynolds O'neal located?
Timothy Reynolds O'neal is based in KIRKWOOD, Missouri, working with ARCHWAY WEALTH MANAGEMENT, LLC. Their office serves clients in the KIRKWOOD metropolitan area and surrounding communities.
How does Timothy Reynolds O'neal charge for services?
Timothy Reynolds O'neal's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARCHWAY WEALTH MANAGEMENT, LLC?
ARCHWAY WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $287M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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