Timothy P. Woodburn

BUCKEYE WEALTH MANAGEMENT LLC

WESTERVILLE, OH 43082

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CRD#: 4836637

Professional summary

Timothy Paca Woodburn, CFP® is a registered financial advisor currently at BUCKEYE WEALTH MANAGEMENT LLC located in Westerville, Ohio.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Timothy has worked at 5 firms and has passed the Series 63, SIE 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 Paca Woodburn's 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^®

Certified Financial Planner

Start date: 2017

Experience

Current

April 5, 2022 - Present

BUCKEYE WEALTH MANAGEMENT LLC

Office #1: 155 Commerce Park Drive Suite 2, Westerville, OH 43082

RIA

CRD#: 143638

WESTERVILLE, OH

Past

October 18, 2020 - October 22, 2021

ADAPTATION FINANCIAL ADVISORS INC.

RIA

CRD#: 309192

Westerville, OH

Past

September 9, 2020 - October 20, 2021

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Westerville, OH

Past

October 30, 2017 - September 8, 2020

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

Westerville, OH

Past

February 23, 2006 - November 16, 2011

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

COLUMBUS, OH

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
(4/5/2022)

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

Series 63

Date: 11/13/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/30/2017

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BUCKEYE WEALTH MANAGEMENT LLC

BDG WEALTH MANAGEMENT, LLC | BUCKEYE WEALTH MANAGEMENT LLC | BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC

CRD#: 143638 / SEC#: 801-67821

RIA

Registered Investment Advisory firm - (5/2/2012 Terminated)

Ohio

Registered Investment Advisory firm - (4/16/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

155 Commerce Park Drive Suite 2, Westerville, OH 43082

Mailing Address

Phone number

(614) 839-2090

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	580
AUM (Assets Under Management)	$ 72,133,881

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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Timothy P. Woodburn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Paca Woodburn's CRS (Customer Relationship Summary).

Certified licenses

Experience

BUCKEYE WEALTH MANAGEMENT LLC

ADAPTATION FINANCIAL ADVISORS INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

MADISON AVENUE SECURITIES, LLC

VOYA FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/13/2017

SIE

Date: 10/1/2018

Series 6

Date: 10/30/2017

Current Firm

BUCKEYE WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BUCKEYE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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