Timothy Noe has been an investment adviser representative at WestPoint Wealth Management since January 2021, and is not listed among the firm’s executive officers or direct owners.
Westpoint Wealth Management, LLC is a Berea, OH firm with $106M under management, 582 clients and 9 advisers across 4 offices, as of its July 2026 filing.
Timothy Noe’s longest registration was 14 years at Ameritas Advisory Services (2006–2021). Before joining WestPoint Wealth Management in 2021, Timothy Noe was registered through Ameritas Advisory Services and Lincoln Financial Advisors Corporation.
- – present · 5 yearsBerea, OH · Adviser representative · Firm CRD 310883
- Ameritas Advisory Services– · 14 yearsParma Heights, OH · Adviser representative · Firm CRD 14869
- Lincoln Financial Advisors Corporation– · 5 yearsMiddleburg Heights, OH · Adviser representative · Firm CRD 3978
Investment adviser representative registrations
Timothy Noe is registered as an investment adviser representative in Ohio, since January 2021.
- OhioSince 22 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 15 July 1999 |
| Series 7 | General Securities Representative Examination | 6 August 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 3072952
- Firm
- WestPoint Wealth Management · CRD 310883
- Office
- 56 FRONT ST, Berea, OH 44017
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 1998
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Timothy Noe work?
Timothy Noe is an investment adviser representative registered through Westpoint Wealth Management, LLC since January 2021, and is not listed among the firm’s executive officers or direct owners.
Is Timothy Noe a financial advisor?
Yes. Timothy Noe has a current investment-adviser registration in Ohio, through WestPoint Wealth Management since January 2021.
How many years of experience does Timothy Noe have?
Timothy Noe has 28 years in the financial industry, since August 1998, across 3 adviser firms.
What exams has Timothy Noe passed?
Timothy Noe has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 1998. FINRA credited Timothy Noe with the SIE, which began in October 2018.
Where did Timothy Noe work before WestPoint Wealth Management?
Before WestPoint Wealth Management, Timothy Noe was registered through Lincoln Financial Advisors Corporation, January 2000 to June 2005.
Where is Timothy Noe based?
Timothy Noe’s registered office is in Berea, OH.
Is Timothy Noe registered with FINRA?
Yes. Timothy Noe has a current broker registration, under CRD 3072952.
Source: FINRA BrokerCheck
How can I verify Timothy Noe’s record?
Search CRD 3072952 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Timothy Noe’s full registration record.