Timothy M. Macarak

MEMBERS WEALTH LLC

MEDIA, PA 19063

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CRD#: 4890673

Professional summary

Timothy Michael Macarak, CFP® is a registered financial advisor currently at MEMBERS WEALTH LLC located in Media, Pennsylvania.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Timothy has worked at 9 firms and has passed the Series 66 and Series 7 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 Michael Macarak'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^®

Certified Financial Planner

Start date: 2013

Experience

Current

August 24, 2023 - Present

MEMBERS WEALTH LLC

Office #1: 1 South Olive Steet Suite 1c, Media, PA 19063

RIA

CRD#: 323778

MEDIA, PA

Past

May 12, 2023 - November 9, 2023

CS PLANNING CORP

RIA

CRD#: 149937

Media, PA

Past

October 18, 2016 - May 26, 2023

BRYN MAWR TRUST ADVISORS, LLC

RIA

CRD#: 285359

PHILADELPHIA, PA

Past

September 24, 2015 - March 30, 2017

WEST CAPITAL MANAGEMENT, INC.

RIA

CRD#: 110572

PHILADELPHIA, PA

Past

October 22, 2009 - August 25, 2014

BNY ADVISORS

RIA

CRD#: 106108

KING OF PRUSSIA, PA

Past

October 22, 2009 - August 25, 2014

PERSHING LLC

CRD#: 7560

KING OF PRUSSIA, PA

Past

January 16, 2009 - October 26, 2009

TD AMERITRADE, INC.

RIA

CRD#: 7870

RADNOR, PA

Past

January 16, 2009 - October 26, 2009

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

RADNOR, PA

Past

January 15, 2009 - October 26, 2009

TD AMERITRADE, INC.

CRD#: 7870

RADNOR, PA

Past

February 26, 2007 - March 25, 2008

PIPER SANDLER & CO.

RIA

CRD#: 665

DENVER, CO

Past

June 23, 2006 - April 2, 2008

PIPER SANDLER & CO.

CRD#: 665

DENVER, CO

Past

April 11, 2005 - April 24, 2006

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

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".

MEMBERS WEALTH LLC

CRD#: 323778 / SEC#: 801-128482

RIA

Registered Investment Advisory firm - (11/6/2023 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
(8/24/2023)

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 66

Date: 3/10/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/8/2005

General Securities Representative Examination

Current Firm

MEMBERS WEALTH LLC

CRD#: 323778 / SEC#: 801-128482

RIA

Registered Investment Advisory firm - (11/6/2023 Approved)

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Contact information

Main Address

1 South Olive Steet Suite 1c, Media, PA 19063

Mailing Address

Phone number

(267) 367-5453

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MEMBERS WEALTH, LLC 2A (4/29/2025)

Regulatory assets under management

Total Number of Accounts	512
AUM (Assets Under Management)	$ 217,289,348

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. Macarak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Michael Macarak's CRS (Customer Relationship Summary).

Certified licenses

Experience

CS PLANNING CORP

BRYN MAWR TRUST ADVISORS, LLC

WEST CAPITAL MANAGEMENT, INC.

BNY ADVISORS

PERSHING LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

PIPER SANDLER & CO.

PIPER SANDLER & CO.

PERSHING LLC

Primary Firm SEC Registration

MEMBERS WEALTH LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/10/2006

Series 7

Date: 4/8/2005

Current Firm

MEMBERS WEALTH LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MEMBERS WEALTH LLC

TRUST BUT VERIFY

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