Timothy R. Wesling
Professional summary
Timothy Robert Wesling, AIF®, CFP®, who also goes by Timothy Wesling, is a registered financial advisor currently at WESLING FINANCIAL PLANNING SERVICES CORP. located in Alexandria, Virginia.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Timothy has worked at 2 firms and has passed the Series 66, Series 31 and Series 7 exams.
Core Areas of Focus
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Robert Wesling's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
August 21, 2006 - Present
WESLING FINANCIAL PLANNING SERVICES CORP.
Office #1: 6621 Wakefield Dr Suite 113, Alexandria, VA 22307September 16, 2003 - August 8, 2006
MORGAN STANLEY DW INC.
August 8, 2003 - August 8, 2006
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/17/2012)
(3/30/2020)
(8/21/2006)
Exams
Current Firm
WESLING FINANCIAL PLANNING SERVICES CORP.
CRD#: 141424 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 61 |
| AUM (Assets Under Management) | $ 59,978,475 |
Red Flags
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Company Information
WESLING FINANCIAL PLANNING SERVICES CORP.
CRD#: 141424Alexandria, VA 22307TRUST BUT VERIFY
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