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Timothy L. Whetro, CFP®

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.

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4169 Holland-Sylvania Road
Suite 103
Toledo, Ohio 43623

419.824.3300

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Affiliated with Capital Investment Advisory Services, LLC.
Securities offered through Capital Investment Group, Inc., Member FINRA & SIPC
100 E. Six Forks Road, Ste. 200, Raleigh, NC 27609, (919) 831-2370

*PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving our web site and assume total responsibility and risk for your use of the sites to which you are linking”.

“Information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. It is given for informational purposes only and is not a solicitation to buy or sell the securities mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be considered as advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice or other content”.

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