Timothy B. Woodward

BLEND WEALTH

INDIANAPOLIS, IN 46256

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CRD#: 6191791

Professional summary

Timothy Brad Woodward, CFP®, who also goes by Tim Woodward, is a registered financial advisor currently at BLEND WEALTH located in Indianapolis, Indiana.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Timothy has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Education Planning

Social Security Planning

Investment Planning

Inheritance

Insurance Planning

Estate Planning

Retirement Planning

Divorce Planning

Life Transitions

Tax Planning

Comprehensive Financial Planni...

Small Business Planning

Employee and Employer Plan Ben...

Budgeting

Do you have an area of expertise or specialization?

AUM

Baby Boomers

Business Owners

Charitable Giving

College/Education Planning

Corporate Executives

Are you a "fiduciary"?

Yes

Aliases

Tim Woodward

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.

Name: Blend Wealth Accounting LLC. Investment-Related: No. Address: 12052 Old Stone Drive, Indianapolis, IN 46236. Nature: Accounting and tax. Position: Owner. Start Date: 1/1/2025. Approximate hours per month: 80, typically during securities trading hours. Duties: Perform tax planning, tax preparation, bookkeeping, payroll, fractional CFO, and business valuation services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Brad Woodward'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: 2014

Experience

Current

September 3, 2021 - Present

BLEND WEALTH

Office #1: 9800 Crosspoint Blvd Suite 200, Indianapolis, IN 46256

RIA

CRD#: 316053

INDIANAPOLIS, IN

Past

October 31, 2022 - August 4, 2023

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

INDIANAPOLIS, IN

Past

July 31, 2018 - September 28, 2021

SHORELINE WEALTH ADVISORS

RIA

CRD#: 121764

NEW CASTLE, IN

Past

May 3, 2013 - July 2, 2018

MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

RIA

CRD#: 122212

INDIANAPOLIS, IN

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

Indiana
(9/3/2021)

IAR

Texas
(12/6/2023)

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 65

Date: 4/9/2013

Uniform Investment Adviser Law Examination

Current Firm

BLEND WEALTH

BLEND WEALTH | BLEND WEALTH ADVISORS LLC

CRD#: 316053 / SEC#:

Indiana

Registered Investment Advisory firm - (8/30/2021 Approved)

Texas

Registered Investment Advisory firm - (11/24/2023 Conditional Restricted)

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Contact information

Main Address

9800 Crosspoint Blvd Suite 200, Indianapolis, IN 46256

Mailing Address

Phone number

(317) 854-5656

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	236
AUM (Assets Under Management)	$ 21,581,644

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 B. Woodward

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Brad Woodward's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLEND WEALTH

ORIGIN INVESTMENT ADVISORY LLC

SHORELINE WEALTH ADVISORS

MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/9/2013

Current Firm

BLEND WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLEND WEALTH

TRUST BUT VERIFY

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