Timothy Videnka has been Managing Member of Forza Wealth Management since September 2016, is a control person of the firm and directly owns between 50% and 75% of it. Timothy Videnka holds a Bachelor of Arts in Economics from Rollins College and a Master of Business Administration from Crummer Graduate School of Business.
Forza Wealth Management, LLC is a Sarasota, FL firm with $422M under management, 129 clients and 4 advisers in one office, as of its March 2026 filing.
Timothy J. Videnka is Chief Investment Officer & Principal of Forza Wealth Management. He began his finance career in international bond trading before joining Lehman Brothers in New York, then worked as an investment analyst for a private family office in Sarasota and became a portfolio manager at Northern Trust. Before his role at Forza, he led the investment department at Caldwell Trust, overseeing asset allocation and investment strategies.
- Forza Wealth ManagementCurrent– present · 10 yearsSarasota, FL · Adviser representative · Firm CRD 281075
Professional designations
Listed by Forza Wealth Management
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Timothy Videnka is registered as an investment adviser representative in 2 states. The first approvals date from August 2016; the most recent is Texas, in June 2017.
- FloridaSince 22 August 2016
- TexasSince 23 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 26 January 2000 |
| Series 7 | General Securities Representative Examination | 7 October 1999 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Timothy Joseph Videnka
- CRD
- 3251250
- Firm
- Forza Wealth Management · CRD 281075
- Role
- Managing Member
- Office
- 5605 MARQUESAS CIRCLE, Sarasota, FL 34233
- Registration
- Investment adviser registration
- In the industry since
- August 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- forzawealth.com
Where does Timothy Videnka work?
Timothy Videnka has been Managing Member of Forza Wealth Management, LLC since September 2016, and is a control person of the firm.
Is Timothy Videnka a financial advisor?
Yes. Timothy Videnka has a current investment-adviser registration in Florida and Texas, through Forza Wealth Management since August 2016.
How many years of experience does Timothy Videnka have?
Timothy Videnka has 10 years in the financial industry, since August 2016, across 1 adviser firm.
What exams has Timothy Videnka passed?
Timothy Videnka has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in October 1999.
Where is Timothy Videnka based?
Timothy Videnka’s registered office is in Sarasota, FL.
Is Timothy Videnka registered with FINRA?
No. Timothy Videnka has no current broker registration.
Is Timothy Videnka a CFP?
Forza Wealth Management lists Timothy Videnka with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Timothy Videnka a CFA charterholder?
Forza Wealth Management lists Timothy Videnka with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Timothy Videnka’s record?
Search CRD 3251250 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Videnka’s full registration record.