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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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TS

Timothy M. Scholten

YARGER WEALTH STRATEGIES
Westerville, OH 43081
Some features on this profile are disabled
CRD#: 2382671
TS

Professional summary

Timothy Mark Scholten, AIF®, who also goes by Tim Mark Scholten, Timothy M Scholten, is a registered financial advisor currently at YARGER WEALTH STRATEGIES, LLC located in Westerville, Ohio.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Timothy has worked at 13 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tim Mark Scholten | Timothy M Scholten

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Mark Scholten's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Current

October 1, 2020 - Present

YARGER WEALTH STRATEGIES, LLC

Office #1: 140 Dorchester Square S. Suite B, Westerville, OH 43081
RIA
CRD#: 310207
Westerville, OH
Past

February 26, 2016 - October 12, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
WESTERVILLE, OH
Past

February 19, 2016 - October 12, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
WESTERVILLE, OH
Past

June 17, 2013 - February 22, 2016

SPC

RIA
CRD#: 110692
new Albany, OH
Past

June 17, 2013 - February 22, 2016

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
New Albany, OH
Past

February 8, 2013 - June 17, 2013

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
WORTHINGTON, OH
Past

October 28, 2011 - January 2, 2013

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
COLUMBUS, OH
Past

July 27, 2011 - January 2, 2013

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
COLUMBUS, OH
Past

May 3, 2011 - July 22, 2011

CAPITOL SECURITIES MANAGEMENT, INC.

BD
CRD#: 14169
GLEN ALLEN, VA
Past

September 19, 2008 - February 23, 2009

THE HUNTINGTON INVESTMENT COMPANY

RIA
CRD#: 16986
COLUMBUS, OH
Past

September 18, 2008 - September 30, 2010

THE HUNTINGTON INVESTMENT COMPANY

BD
CRD#: 16986
COLUMBUS, OH
Past

April 26, 2004 - March 7, 2008

VAN KAMPEN ADVISORS INC

RIA
CRD#: 104703
OAKBROOK TERRACE, IL
Past

January 24, 1996 - March 7, 2008

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
HOUSTON, TX
Past

February 1, 1995 - May 3, 1995

DWS DISTRIBUTORS, INC.

BD
CRD#: 37306
CHICAGO, IL
Past

May 26, 1994 - February 1, 1995

KEMPER FINANCIAL SERVICES, INC.

BD
CRD#: 798

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
YW
YARGER WEALTH STRATEGIES, LLC
YARGER WEALTH MANAGEMENT | YARGER WEALTH STRATEGIES, LLC

CRD#: 310207 / SEC#: 801-119409

RIA
Registered Investment Advisory firm - (9/9/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(10/1/2020)
IAR
Texas
(4/14/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/16/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/25/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/15/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 2/15/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/29/1994
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/10/1994
Investment Company Products/Variable Contracts Representative Examination

Current Firm

YW
YARGER WEALTH STRATEGIES, LLC
YARGER WEALTH MANAGEMENT | YARGER WEALTH STRATEGIES, LLC

CRD#: 310207 / SEC#: 801-119409

RIA
Registered Investment Advisory firm - (9/9/2020 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
140 Dorchester Square S. Suite B, Westerville, OH 43081
Mailing Address
Phone number
(614) 882-2954
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

YARGER WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (3/20/2026)

Regulatory assets under management

Total Number of Accounts753
AUM (Assets Under Management)$ 529,689,928

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

YARGER WEALTH STRATEGIES, LLC

CRD#: 310207Westerville, OH 43081

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