Timothy Allen Weller

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 03/2003 → 10/2023
  Commonwealth Financial Network
  Waltham, MA
• 12/2010 → 10/2024
  Weller Group Llc
  Ontario, NY
• 10/2023 → Present
  Commonwealth Financial Network
  Waltham, MA
• 10/2024 → Present
  Weller Financial Group
  Ontario, NY

Other Businesses

1. Fixed Insurance Sales, as an Agent, under the name Weller Group, LLC; as of 02/04/2003; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Agent, KAFL, Inc,; refers new fixed insurance business; as of 11/14/2018; Approximately less than 5% of time spent during securities hours; conducted at branch location; investment related 3. Co-Owner, Weller Group, LLC, a private entity established to facilitate securities business; as of 01/01/2009; 100% of time spent during business hours; Conducted at branch location; Investment related. 4. Slocum Road Properties, LLC, offering snowplowing services; As of 11/01/2018; Approximately 0% of time spent during business hours; Conducted at branch location; Not investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-01-31

Designations

• Certified Financial Planner