Timothy Brian Moy

Employer firm

Mbe Wealth Management, LLC CRD 165516

$977M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 07/2000 → Present
  Moy Borchert Erbs Assoc
  Baraboo, WI
• 10/2012 → 09/2018
  Lpl Financial, Llc
  Baraboo, WI
• 10/2012 → Present
  Mbe Wealth Management Llc
  Baraboo, WI

Previous Registrations

• 2012-01-17 → 2012-11-26
  Sii Investments, Inc.
  Baraboo, WI

Other Businesses

1)10/29/12:MBE Financial Planning LLC-DBA for LPL Business (entity for LPL business)-INVREL-1%Time. 2)10/31/12:Real Estate Management Solutions LLC-RealEstateRent-INV REL-Prop. mgmt firm-1%Time. 3)10/31/12:Adrian Custard LLC-RealEstateRent-InvREL-Owns Culver franchise building-1%Time. 4)10/31/12:Reedsburg Professional Center LLC-RealEstateRent-InvREL-1%Time. 5)10/31/12:Moy, Borchert, Erbs and Associates, LLP-CPA Affiliate Program-InvREL-Managing partner-90%Time. 6)10/31/12:Comprehensive Suntax & Associates, Inc-Business Entity For Tax/Investment Purposes Only-NOT INV REL-Tax conduit for MBE CPA-1%Time. 7)10/31/12:Practice Continuation, SC-Business Entity For Tax/Investment Purposes Only-NOT INV REL-Tax conduit subsidiary of MBE CPAs-2%Time. 8)10/31/12:Pisces Partners-Business Entity For Tax/Investment Purposes Only-NOT INV REL-Holding company for life ins. policy-1%Time. 9)10/31/12:Payroll Solutions LLC-Tax Prep/Accounting/CPA-InvREL-Payroll services provided by MBE CPAs-1%Time. 10)10/31/12:Rocky Road Adrian, Inc-Business Owner-NOT INV REL-Culver franchise-1%Time. 11)10/31/12:Wynsong Properties LLC-RealEstateRent-InvREL-1%Time. 12)10/31/12:Suntax Real Estate LLC-RealEstateRent-InvREL-1%Time. 13)10/31/12:Sundae Hop LLC-Real Estate-InvREL-Holds interest in Reedsburg Professional Center LLC and Adrian Custard LLC-1%Time. 14)11/26/12:MBE Wealth Management LLC-Registered Investment Advisor-InvREL-Rep under LPL's CPA Partners Program-1%Time. 15)5/9/13:goVirtualOffice LLC-software consulting-NOT INV REL-Software Solutions for Business-1%Time. 16)5/9/13:RAMO LLC-RealEstateRent-InvREL-1%Time. 17)1/29/14:Varsity Club LLC-RealEstateRent-InvREL-Commercial rental prop.-1%Time. 18)10/17/14:Golden Eagle Apartments LLC-RealEstateRent-InvREL-50% owner of an LLC that owns a 17 unit apt. building-1%Time. 19)11/7/14:TMBT Properties LLC-RealEstateRent-InvREL-602 8th Ave Baraboo,WI-Start10/30/14-Ownership of commercial 2 unit building-1 Hr/Mo-0 During Trading. 20)2/18/15:MBE Tomah LLC-RealEstateRent-InvREL-201 8th Ave Baraboo,WI-Start10/15/13-Part ownership of professional services building-1 Hr/Mo-0 During Trading. 21)2/18/15:Land Contract Solutions LLC-RealEstateRent-InvREL-201 8th Ave Baraboo,WI-Start5/13/13-Nail Salon-1 Hr/Mo-0 During Trading. 22)1/8/16:Moy CPA LLC-Business Entity For Tax/Investment Purposes Only-InvREL-201 8th Ave, Baraboo,WI-Start1/5/16-entity owns Timothy Moy's interest in MBE CPA and Workforce Solutions LLC-1 Hr/Mo-0 During Trading. 23)2/3/16:MBE Wealth Management LLC-DBA for LPL Business (entity for LPL business)-InvREL-200 W. Warren St., Tomah,WI-Start1/29/16-0 Hr/Mo 24)2/29/16:Workforce Solutions LLC-Professional Employment Organization-NOT INV REL-201 8th Ave, Baraboo,WI-Start1/5/16-1 Hr/Mo-0 During Trading. 25)3/28/16:Sundae Hop LLC-RealEstateRent-InvREL-Start7/24/05-real estate holding co.-1 Hr/Mo-0 During Trading. 26)3/29/16:Baraboo Storage LLC-InvREL-RealEstateRent-Start4/11/13-1 Hr/Mo-0 During Trading. 27)3/29/16:Beancounters Investments LLC-RealEstateRent-InvREL-Start8/4/04-1 Hr/Mo-0 During Trading. 28)3/29/16:MBE Baraboo LLC-RealEstateRent-InvREL-Start7/26/11-commercial real estate-1 Hr/Mo-0 During Trading. 29)3/29/16:MBE Mauston LLC-RealEstateRent-InvREL-Start5/1/11-commercial real estate-1 Hr/Mo-0 During Trading. 30)3/29/16:Lake Wisconsin Storage LLC-InvREL-RealEstateRent-Start7/29/08-1 Hr/Mo-0 During Trading. 31)3/29/16:MBE Sun LLC-RealEstateRent-InvREL-Start5/4/10-1 Hr/Mo-0 During Trading. 32)4/10/16:MBE Wausau-InvREL-RealEstateRent-1 Hr/Mo. 33)4/10/16:MBE Real Estate LLC-InvREL-RealEstateRent-Start2/10/16-1 Hr/Mo. 34)8/16/16:Uplands Property Partners LLC-InvREL-RealEstateRent-Start8/12/16-1 Hr/Mo-0 During Trading. 35)11/3/16:Storage World of Watertown LLC-InvREL-RealEstateRent-Start11/1/16-1 Hr/Mo. 36)11/3/16:Storage World of Cottage Grove-InvREL-RealEstateRent-Start11/1/16-1 Hr/Mo.

Exams

• S66 Uniform Combined State Law Examination
  2012-01-16

Other Names

• Timothy Moy