Timothy Waller

Employer firm

Mdrn Capital CRD 325950

$339M 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

• 12/2018 → 08/2022
  Huntington National Bank
  Grand Rapids, OH
• 07/2015 → 11/2018
  Klm Gardening
  Sylvania, OH
• 07/2015 → 12/2017
  Tim Waller Personal Training
  Weston, OH
• 09/2020 → 08/2022
  The Huntington Investment Company
  Grand Rapids, OH
• 08/2022 → 12/2024
  Kovack Advisors, Inc.
  Fort Lauderdale, FL
• 12/2024 → 03/2026
  Pnc Wealth Management
  Maumee, OH
• 04/2026 → Present
  Mdrn Capital, Llc
  Grand Rapids, OH

Previous Registrations

• 2025-01-06 → 2026-03-06
  Pnc Wealth Management Llc
  Toledo, OH
  Toledo, OH
  Perrysburg, OH
  Maumee, OH
• 2022-08-17 → 2024-12-13
  Kovack Advisors, Inc.
  Ft. Lauderdale, FL
  Napoleon, OH
• 2022-07-26 → 2022-08-17
  The Huntington Investment Company
  Grand Rapids, OH
  Napoleon, OH

Other Businesses

1) MDRN Insurance LLC; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approximately 10% of time during the month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-25
• S63 Uniform Securities Agent State Law Examination
  2020-08-17

Other Names

• Timothy Alan Waller