Timothy Michael Stolz
CFP®Professional Summary
Timothy Michael Stolz, CFP®, who also goes by Tim M Stolz, Timothy M Stolz, is a registered financial advisor currently at BESTGATE WEALTH ADVISORS, LLC located in Frederick, Maryland. Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Timothy has worked at 3 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Financial Planning
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
Other Aliases
Tim M Stolz, Timothy M Stolz
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
9 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BESTGATE WEALTH ADVISORS, LLC
Contact Information
Main Address
5100 Buckeystown Pike Ste 290, Frederick, MD 21704Phone Number
(301) 662-7220# of Employees
9SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
118AUM (Assets Under Management)
$162,404,904Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BESTGATE WEALTH ADVISORS, LLC
State Registrations and Notice Filings
(6/17/2019)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Timothy Michael Stolz's CRS (Customer Relationship Summary).
Services Offered by Timothy
- Tax Planning
- Financial Planning
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
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LPL FINANCIAL LLC