Timothy M. Scholten

YARGER WEALTH STRATEGIES

Westerville, OH 43081

CRD#: 2382671

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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.

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

CRD#: 115368

New Albany, OH

Past

February 8, 2013 - June 17, 2013

NATIONWIDE SECURITIES, LLC

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.

CRD#: 42132

COLUMBUS, OH

Past

May 3, 2011 - July 22, 2011

CAPITOL SECURITIES MANAGEMENT, INC.

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

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.

CRD#: 6939

HOUSTON, TX

Past

February 1, 1995 - May 3, 1995

DWS DISTRIBUTORS, INC.

CRD#: 37306

CHICAGO, IL

Past

May 26, 1994 - February 1, 1995

KEMPER FINANCIAL SERVICES, INC.

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".

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/16/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/25/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/15/2024

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 2/15/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/29/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/10/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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)

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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

SEC notice filing (7 States and Territories)

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 Accounts	753
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.

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Advisor Monitoring

Firm Stability Insights

Timothy M. Scholten

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

SPC

PARKLAND SECURITIES, LLC

NATIONWIDE SECURITIES, LLC

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

CAPITOL SECURITIES MANAGEMENT, INC.

THE HUNTINGTON INVESTMENT COMPANY

THE HUNTINGTON INVESTMENT COMPANY

VAN KAMPEN ADVISORS INC

INVESCO CAPITAL MARKETS, INC.

DWS DISTRIBUTORS, INC.

KEMPER FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

YARGER WEALTH STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/16/1999

Series 63

Date: 3/25/1994

Series 7TO

Date: 2/15/2024

Series 6TO

Date: 2/15/2024

SIE

Date: 10/1/2018

Series 7

Date: 6/29/1994

Series 6

Date: 2/10/1994

Current Firm

YARGER WEALTH STRATEGIES, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

YARGER WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

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