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Timothy S. Tyson

MASTER'S WEALTH MANAGEMENT
Lancaster, PA 17602
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CRD#: 4268032
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Professional summary


Timothy Scott Tyson, CFP® is a registered financial advisor currently at MASTER'S WEALTH MANAGEMENT INC. located in Lancaster, Pennsylvania.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Timothy has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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 Scott Tyson'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®
CFP®

Experience


Current

March 27, 2024 - Present

MASTER'S WEALTH MANAGEMENT INC.

Office #1: 480 New Holland Avenue Suite 7201, Lancaster, PA 17602
RIA
CRD#: 328693
Lancaster, PA
Past

November 12, 2002 - April 1, 2024

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LANCASTER, PA
Past

August 10, 2001 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

August 10, 2001 - July 30, 2002

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI
Past

November 29, 2000 - May 7, 2001

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

November 29, 2000 - May 7, 2001

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

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".
MW
MASTER'S WEALTH MANAGEMENT INC.
MASTER'S ADVISORS INC. | MASTER'S WEALTH MANAGEMENT INC.

CRD#: 328693 / SEC#: 801-129711

RIA
Registered Investment Advisory firm - (7/19/2024 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
Pennsylvania
(3/27/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 11/28/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MW
MASTER'S WEALTH MANAGEMENT INC.
MASTER'S ADVISORS INC. | MASTER'S WEALTH MANAGEMENT INC.

CRD#: 328693 / SEC#: 801-129711

RIA
Registered Investment Advisory firm - (7/19/2024 Approved)
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Contact information


Main Address
480 New Holland Avenue Suite 7201, Lancaster, PA 17602
Mailing Address
Phone number
(717) 581-1323
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (2 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MASTER'S DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (11/21/2025)

Regulatory assets under management


Total Number of Accounts1,263
AUM (Assets Under Management)$ 415,439,107

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


MASTER'S WEALTH MANAGEMENT INC.

CRD#: 328693Lancaster, PA 17602

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