Timothy Koepke

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 02/2006 → 02/2021
  Robert W. Baird
  West Bend, WI
• 02/2021 → 08/2025
  Wells Fargo Clearing Services Llc
  West Bend, WI
• 08/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  West Bend, WI

Previous Registrations

• 2021-02-26 → 2025-08-01
  Wells Fargo Clearing Services, Llc
  West Bend, WI
• 2006-02-27 → 2021-03-17
  Robert W. Baird & Co. Incorporated
  West Bend, WI
• 2005-01-01 → 2006-02-28
  Allspring Funds Management, Llc
  Menomonee Falls, WI
• 2000-06-06 → 2005-01-01
  Strong Capital Management Inc
  Menomonee Falls, WI

Other Businesses

HERITAGE PRIVATE WEALTH LLC; INV. RELATED; WEST BEND, WI; 10% OWNERSHIP; FINET PRACTICE; START DATE 08/01/2025; 160 HOURS PER MONTH; 160 HOURS DURING TRADING.| KOEPKE ASSET MANAGEMENT LLC; INV RELATED; WEST BENK, WI; FINET FINANCIAL ADVISOR; 100% OWNERSHIP; START DATE 08/01/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-05-30
• S63 Uniform Securities Agent State Law Examination
  2000-03-24

Other Names

• Timothy Allen Koepke