TW
Timothy J. Wenger
CETERA INVESTMENT ADVISERS LLC
FORT COLLINS, CO 80525
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CRD#: 6887013
TW
Professional summary
Timothy Jordan Wenger, who also goes by Timothy Wenger, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Fort Collins, Colorado and CETERA ADVISORS LLC located in Fort Collins, Colorado.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. 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 Wenger
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.
1. MILLENNIUM FINANCIAL GROUP, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 02/2020, PART OWNER APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 2. NAME OF OTHER BUSINESS: COLORADO ARGOS, INC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 1/2021; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK:0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: S CORP FOR TAX REPORTING PURPOSES; 3. NAME OF OTHER BUSINESS: THE PROPERTY 4 YOU LLC; INVESTMENT RELATED: NO; ADDRESS: 3204 N. ACADEMY BLVD #310 COLORADO SPRINGS, CO 80917; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 05/2017; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR MANAGING RENTAL PROPERTIES; 4. NAME OF OTHER BUSINESS: COLORADO PROPERTY 4 YOU LLC; INVESTMENT RELATED: NO; ADDRESS: 3204 N. ACADEMY BLVD #310 COLORADO SPRINGS, CO 80917; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 12/2021; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR MANAGING RENTAL PROPERTIES;
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Jordan Wenger'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®
NoneExperience
Current
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 760 Whalers Way, A201, Fort Collins, CO 80525Office #2: 1728 Jefferson Street, Napa, CA 94559Office #3: 3204 N. Academy Blvd Ste 310, Colorado Springs, CO 80917RIA
CRD#: 105644
FORT COLLINS, CO
Current
April 3, 2020 - Present
CETERA ADVISORS LLC
Office #1: 760 Whalers Way, A201, Fort Collins, CO 80525Office #2: 1728 Jefferson Street, Napa, CA 94559Office #3: 3204 N. Academy Blvd Ste 310, Colorado Springs, CO 80917BD
CRD#: 10299
FORT COLLINS, CO
Past
April 3, 2020 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
FORT COLLINS, CO
Past
April 16, 2019 - January 28, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
PUEBLO, CO
Past
July 2, 2018 - January 28, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
PUEBLO, CO
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(10/10/2025)
RR
Arizona(4/23/2020)
RR
Arkansas(6/23/2025)
RR
California(1/4/2022)
RR
Colorado(4/3/2020)
IAR
Colorado(3/21/2024)
RR
Florida(4/23/2020)
RR
Idaho(2/19/2025)
RR
Illinois(11/15/2024)
RR
Iowa(9/18/2024)
RR
Kansas(4/23/2020)
RR
Kentucky(7/24/2025)
RR
Maryland(5/7/2025)
RR
Massachusetts(5/7/2025)
RR
Michigan(4/23/2020)
RR
Mississippi(7/11/2023)
RR
Missouri(11/4/2020)
RR
Montana(7/11/2023)
RR
Nebraska(7/11/2023)
RR
Nevada(3/12/2025)
RR
New Jersey(9/19/2025)
RR
New Mexico(11/1/2024)
RR
New York(9/19/2025)
RR
North Carolina(2/10/2023)
RR
Ohio(5/10/2024)
RR
Oregon(6/30/2025)
RR
Pennsylvania(9/22/2020)
RR
South Dakota(6/18/2024)
RR
Tennessee(11/8/2024)
RR
Texas(8/9/2024)
IAR
Texas(8/9/2024)
RR
Utah(7/27/2022)
RR
Virginia(2/19/2025)
RR
Washington(2/22/2021)
RR
Wisconsin(9/19/2025)
RR
Wyoming(12/16/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
