Timothy Paul Lata

Employer firm

Wealthcare Advisory Partners LLC CRD 171976

$8.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 07/2016 → 10/2020
  Lpl Financial, Llc
  Bloomfield Hills, MI
• 06/2019 → 05/2023
  Wealthcare Advisory Partners Llc
  Bloomfield Hills, MI
• 01/2023 → 03/2025
  Integrated Wealth Concepts, Llc
  Bloomfield Hills, MI
• 06/2016 → Present
  Lpl Financial Llc
  Bloomfield Hills, MI
• 01/2023 → Present
  Wealth Management Services, Llc
  Bloomfield Hills, MI
• 05/2024 → Present
  Lpl Financial Llc
  Bloomfield Hills, MI
• 03/2025 → Present
  Wealthcare Advisory Partners Llc
  Bloomfield Hills, MI

Previous Registrations

• 2023-01-03 → 2025-04-01
  Integrated Wealth Concepts Llc
  Bloomfield Hills, MI
• 2019-06-05 → 2023-05-17
  Wealthcare Advisory Partners Llc
  West Chester, PA
  Bloomfield Hills, MI
• 2011-12-08 → 2016-06-24
  Securities America Advisors, Inc.
  West Bloomfield, MI
• 2010-10-29 → 2012-05-24
  The Professional Advisor Group, Llc
  West Bloomfield, MI

Other Businesses

1- 06/21/2016 - Wealth Management Services, LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/20/2016 - 8 hours per month/ 30 mins during trading 2- 06/21/2016 - Wealth Management Services, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/20/2016 - 200 hours per month/ 50 hours during trading 3- 04/27/2026 - Wealthcare Capital Partners - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 06/01/2025 - 180 hours per month/ 160 hours during trading - I provide investment advisory services through Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 06/2025. I expect to spend approximately 180 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4- 04/28/2026 - Wealthcare Management Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/15/2016 - 180 hours per month/ 160 hours during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-11-09

Designations

• Chartered Financial Consultant