Verified recordFinancial Services

Tim Wolfe

Lead Advisor at Modern Wealth Management

Based in Kansas City, United States

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Seniority

Director

Department

General Business & Management

Location

Kansas City

Industry

Financial Services

Company size

241

Contact information

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Email

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t•••••••@modwm.com

Phone

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Background

About Tim Wolfe

I'm a graduate of the University of Northern Iowa, where I double majored in Finance and Real Estate. I am currently a Lead Advisor at Modern Wealth Management. I have my Series 65 license as well as two designations (AWMA® & FPQP™) from the College for Financial Planning. I also sat for and passed the CFP exam in March of 2025. If you would like to learn more about me or would like to talk, please reach out to me by messaging me or by contacting me via email at tim.wolfe@modwm.com.

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