Timothy Thomas Alfieri

Employer firm

Foguth Wealth Management, LLC. CRD 327434

$1.07B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2015 → 07/2025
  Hudson Agency
  Traverse City, MI
• 12/2016 → 12/2022
  Usa Financial Securities
  Ada, MI
• 12/2022 → 07/2025
  Creativeone Wealth
  Overland Park, KS
• 07/2025 → Present
  Foguth Wealth Management
  Brighton, MI
• 07/2025 → Present
  Foguth Financial Group
  Brighton, MI

Previous Registrations

• 2022-12-14 → 2025-07-15
  Creativeone Wealth, Llc
  Traverse City, MI
  Overland Park, KS
• 2017-05-15 → 2022-12-15
  Usa Financial Securities Llc
  Ada, MI
  Traverse City, MI
  Traverse City, MI

Other Businesses

Tim Alfieri is independently licensed to sell insurance and annuity products through various insurance companies with Foguth Financial Group. He spends roughly 40 hours per month of his time on this activity. This activity pays Tim Alfieri a commission that is separate from the advisory fees outlined in the firm's ADV Part 2A, Item 5. The additional compensation creates a financial incentive to recommend and sell the services to the firm's clients.

Exams

• S66 Uniform Combined State Law Examination
  2017-05-12

Other Names

• Timothy Thomas Alfreri