Timothy Scholten
Timothy Scholten is a registered investment advisor at Yarger Wealth Strategies, LLC, based in Westerville, OH, with 29 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 201 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Yarger Wealth charges a percentage of your portfolio annually for wealth management services. The fee ranges from 0.50% to 1.25% based on the scope and complexity of services, the amount you invest, whether financial planning is included, and the overall relationship. Fees are paid quarterly in advance. The fees may be negotiable. Yarger Wealth may recommend independent managers, but does not earn compensation from them. The total blended fee will not exceed 2.00% annually. There is a $2,500 minimum annual fee.
Location
140 Dorchester Square S., Suite B, Westerville, OH, 43081
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy's wife owns 3MLT Consulting, and he is listed as owner due to their marital relationship, but he spends no time on it. Timothy is also an independent insurance agent selling fixed life and disability insurance, dedicating a few hours per week to this activity. He also works as a basketball referee about 10-20% of his time.
Employment History
Current Registrations
Yarger Wealth Strategies, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Parkland Securities, LLCBroker
Spc
Nationwide Securities, LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Capitol Securities Management, INC.Broker
The Huntington Investment Company
The Huntington Investment CompanyBroker
Van Kampen Advisors INC
Van Kampen Funds INC.Broker
Kemper Distributors, INC.Broker
Kemper Financial Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.