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Timothy Paca Woodburn

Buckeye Wealth Management LLC

Westerville, OH

CRD 4836637

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Employer firm

Buckeye Wealth Management LLC CRD 143638

$72.1M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Buckeye Wealth Management Llc

155 Commerce Park Drive Suite 2, Westerville, OH 43082 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-04-05
  • OH RA
    APPROVED
    Since 2022-04-05

Branch Locations

155 Commerce Park Drive Suite 2, Westerville, OH 43082 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Eischen Financial Group Columbus OH 02/2004 10/2017
Madison Avenue Securities, Llc San Diego CA 10/2017 09/2020
Cambridge Investment Research, Inc. Fairfield IA 09/2020 10/2021
Adaptation Financial Advisors Inc. Westerville OH 09/2020 10/2021
Tpw Financial, Llc Gahanna OH 11/2021 Present
  • 02/2004 → 10/2017
    Eischen Financial Group
    Columbus, OH
  • 10/2017 → 09/2020
    Madison Avenue Securities, Llc
    San Diego, CA
  • 09/2020 → 10/2021
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 09/2020 → 10/2021
    Westerville, OH
  • 11/2021 → Present
    Tpw Financial, Llc
    Gahanna, OH
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-11-13
  • S63 Uniform Securities Agent State Law Examination
    2017-11-13
Designations
  • Certified Financial Planner

View on SEC IAPD

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