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Timothy Allan Wolfe

Modern Wealth Management, LLC

Kansas City, MO

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Current Employers
Modern Wealth Management, Llc

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-01-02
MO RA APPROVED 2025-01-02
  • KS RA
    APPROVED
    Since 2025-01-02
  • MO RA
    APPROVED
    Since 2025-01-02

Branch Locations

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rsm Us Wealth Management Llc Cedar Rapids IA 01/2018 06/2023
Plumb Supply Company Cedar Rapids IA 06/2012 01/2018
University Of Northern Iowa Cedar Falls IA 02/2017 05/2017
Cbe Companies Cedar Falls IA 09/2016 12/2016
John Deere Waterloo IA 11/2015 09/2016
University Of Northern Iowa Cedar Falls IA 08/2014 12/2017
Rsm Us Wealth Management Llc Cedar Rapids IA 06/2017 08/2017
Buttonwood Financial Group, Llc Kansas City MO 06/2023 12/2024
Modern Wealth Management, Llc Lenexa KS 12/2024 Present
  • 01/2018 → 06/2023
    Rsm Us Wealth Management Llc
    Cedar Rapids, IA
  • 06/2012 → 01/2018
    Plumb Supply Company
    Cedar Rapids, IA
  • 02/2017 → 05/2017
    University Of Northern Iowa
    Cedar Falls, IA
  • 09/2016 → 12/2016
    Cbe Companies
    Cedar Falls, IA
  • 11/2015 → 09/2016
    John Deere
    Waterloo, IA
  • 08/2014 → 12/2017
    University Of Northern Iowa
    Cedar Falls, IA
  • 06/2017 → 08/2017
    Rsm Us Wealth Management Llc
    Cedar Rapids, IA
  • 06/2023 → 12/2024
    Buttonwood Financial Group, Llc
    Kansas City, MO
  • 12/2024 → Present
    Modern Wealth Management, Llc
    Lenexa, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-14
  • S65 Uniform Investment Adviser Law Examination
    2018-05-14
Other Names
  • Tim Allan Wolfe

View on SEC IAPD

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U.S. BANCORP ADVISORS, LLC
EDWARD JONES
DOMINION PORTFOLIO MANAGEMENT, INC.
COPPER FINANCIAL
OSAIC WEALTH, INC.
MARKET INVESTMENT GROUP, LLC

Other Investors

FRANK JOSEPH JANACARO
SETH ALLAN KEETHLER
William Scott Wiley
Frederick G Prewitt
JOSEPH MARINO ST GEORGE
Joseph T Yates
ADELINE ELIZABETH KROPF
Michael Andrew Keeton

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO
EDWARD JONES · KANSAS CITY, MO
DOMINION PORTFOLIO MANAGEMENT, INC. · KANSAS CITY, MO
COPPER FINANCIAL · Kansas City, MO
OSAIC WEALTH, INC. · KANSAS CITY, MO
EDWARD JONES · KANSAS CITY, MO

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