Timothy T. Alfieri

FOGUTH WEALTH MANAGEMENT.

Traverse City, MI 49686

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CRD#: 6736071

Professional summary

Timothy Thomas Alfieri, who also goes by Timothy Thomas Alfreri, is a registered financial advisor currently at FOGUTH WEALTH MANAGEMENT, LLC. located in Traverse City, Michigan.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Timothy has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Timothy Thomas Alfreri

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.

Tim Alfieri is independently licensed to sell insurance and annuity products through various insurance companies with Foguth Financial Group. He spends roughly 40 hours per month of his time on this activity. This activity pays Tim Alfieri a commission that is separate from the advisory fees outlined in the firm's ADV Part 2A, Item 5. The additional compensation creates a financial incentive to recommend and sell the services to the firm's clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Thomas Alfieri'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®

None

Experience

Current

July 29, 2025 - Present

FOGUTH WEALTH MANAGEMENT, LLC.

Office #1: 457 Munson Ave, Traverse City, MI 49686

RIA

CRD#: 327434

Traverse City, MI

Past

December 14, 2022 - July 15, 2025

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Traverse City, MI

Past

May 15, 2017 - December 15, 2022

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

Traverse City, MI

Past

January 23, 2017 - December 15, 2022

USA FINANCIAL SECURITIES LLC

CRD#: 103857

Traverse City, MI

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".

FOGUTH WEALTH MANAGEMENT, LLC.

CRD#: 327434 / SEC#: 801-128714

RIA

Registered Investment Advisory firm - (9/12/2023 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

Michigan
(7/29/2025)

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: 5/12/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/29/2016

General Securities Representative Examination

Current Firm

FOGUTH WEALTH MANAGEMENT, LLC.

CRD#: 327434 / SEC#: 801-128714

RIA

Registered Investment Advisory firm - (9/12/2023 Approved)

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Contact information

Main Address

325 W. Main St., Brighton, MI 48116

Mailing Address

Phone number

(810) 522-5650

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FWM ADV PART 2A FIRM BROCHURE (3/25/25) (3/27/2025)

Regulatory assets under management

Total Number of Accounts	3,683
AUM (Assets Under Management)	$ 439,609,115

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 T. Alfieri

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Thomas Alfieri's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOGUTH WEALTH MANAGEMENT, LLC.

CREATIVEONE WEALTH, LLC

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

Primary Firm SEC Registration

FOGUTH WEALTH MANAGEMENT, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/12/2017

SIE

Date: 10/1/2018

Series 7

Date: 12/29/2016

Current Firm

FOGUTH WEALTH MANAGEMENT, LLC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOGUTH WEALTH MANAGEMENT, LLC.

TRUST BUT VERIFY

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