Investment Advisory Representative
Certified Financial Planner
Tim Whetro is the founder of Whetro Wealth Management. He has been a financial advisor for 33 years. With his experience as an agent, he saw that the limited company products were too small for clients and started his Independent license.
Tim has a history of servicing clients with a focus on customer service.
The team at Whetro Wealth Management works together as a team to focus on you and your family’s needs. We are a Fiduciary firm. Tim is a Certified Financial Planner that follows an ethical guide and abide by the CFP’s Boards strict Professional Conduct. The licenses he holds are, Series 6, 7, 24, 63 and 65.
Tim is an active member of the Toledo area and enjoys running, biking Triathlons and golf.