Timothy Todd Whipkey

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → Present
  Vantage Financial Group, Inc
  Cleveland, OH
• 09/2013 → 12/2017
  Cetera Advisor Networks Llc
  El Segundo, CA
• 12/2017 → 11/2023
  Fsc Securities Corp
  Atlanta, GA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Pataskala, OH

Previous Registrations

• 2017-12-06 → 2023-11-03
  Fsc Securities Corporation
  Columbus, OH
  Worthington, OH
  Pataskala, OH
• 2012-11-09 → 2017-12-06
  Vantage Financial Group, Inc.
  Cleveland, OH
• 2013-09-03 → 2014-12-31
  Cetera Wealth Services, Llc
  Columbus, OH
• 2012-11-07 → 2013-09-03
  Walnut Street Securities, Inc.
  Cleveland, OH
  Westerville, OH
• 2005-11-22 → 2012-11-12
  Woodbury Financial Services, Inc.
  Westerville, OH
  Westerville, OH
• 2000-01-01 → 2005-11-23
  Osaic Fa, Inc.
  Columbus, OH

Other Businesses

1. INDEPENDENT REP Pataskala, Ohio 43062 Insurance: Life/Health/Accident, Disability, Long term Care and Fixed Annuities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-08-20

Designations

• Certified Financial Planner