Timothy Allen Wissing

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2015 → 12/2018
  Mather & Co. Cpas, Llc
  Louisville, KY
• 01/2019 → 12/2022
  Kentucky Equine Medical Associates, Pllc
  Louisville, KY
• 01/2023 → 12/2023
  Mather & Co. Cpas, Llc
  Louisville, KY
• 01/2024 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2021-01-11 → 2024-02-02
  Avantax Planning Partners, Inc.
  Louisville, KY
• 2021-01-05 → 2021-01-08
  Avantax Advisory Services
  Louisville, KY
  Dallas, TX
• 2015-11-09 → 2020-12-31
  Avantax Planning Partners, Inc.
  Louisville, KY
• 2013-10-02 → 2015-08-25
  Ameriprise Financial Services, Llc
  Louisville, KY
  Louisville, KY
• 2008-01-09 → 2013-10-02
  Private Client Services, Llc
  Louisville, KY
  Louisville, KY
  Louisville, KY
  Louisville, KY
• 2005-08-15 → 2010-05-10
  Woodbury Financial Services, Inc.
  Louisville, KY
  Louisville, KY
  Louisville, KY
  Louisville, KY
• 2005-03-28 → 2005-08-08
  Cambridge Investment Research Advisors, Inc.
  Louisville, KY
• 2003-08-22 → 2005-03-28
  Cambridge Investment Research, Inc.
  Louisville, KY

Other Businesses

Lucky Crimble Farm, LLC, Investment Related - NO, PO Box 310-Campbellsburg, KY 40011, Family Farm, Member/Manager, Owner, Start date - 2/1/2021, 64 hours/month, 1 hour/month during securities trading hours, Oversee management and decision making functions, and attend periodic meetings. IA Support Group, LLC, Investment Related - NO, 9100 Shelbyville Rd., Ste. 200-Louisville, KY 40222, Administrative and support services, Equity Partner, Start date - 5/31/2016, 1 hour/month, 0 hour/month during securities trading hours, Passive activity whereas periodic meetings may be required. Insurance Licenses, Investment Related - NO, PO Box 310-Campbellsburg, KY 40011, Life, health and variable insurance licenses, Licensee, Start date - 1/2/2003, 0 hour/month, 0 hour/month during securities trading hours, Provide health and life insurance coverage to prospective clients.

Exams

• S66 Uniform Combined State Law Examination
  2002-01-24

Other Names

• Tim Wissing
• Timothy A Wissing