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Timothy Wallender

Owner, CCO at Wallender, Timothy Joseph in Manhattan Beach, CA

Investment adviser registrationUpdated

Timothy Wallender is Owner, CCO of Wallender, Timothy Joseph, an investment adviser managing $137M, and works from its Manhattan Beach, CA office. Timothy Wallender has been registered as an investment adviser representative through Wallender, Timothy Joseph since 22 June 2021, has 5 years in the industry across 1 firm and has passed the Series 2.

5
Years in industry
5
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Timothy Wallender has been Owner, CCO of Wallender, Timothy Joseph since January 1989, is a control person of the firm and directly owns 75% or more of it.

Wallender, Timothy Joseph is a Manhattan Beach, CA firm with $137M under management, 289 clients and 1 adviser in one office, as of its April 2026 filing.

  1. Wallender, Timothy JosephCurrent
    – present · 5 years
    Manhattan Beach, CA · Adviser representative · Firm CRD 138301

Credentials and registrations

Investment adviser representative registrations

Timothy Wallender is registered as an investment adviser representative in 2 states. The first approvals date from June 2021; the most recent is Texas, in May 2026.

  • CaliforniaSince 22 June 2021
  • TexasSince 5 May 2026

Examinations

Series 22 September 1994
Name
Non-Member General Securities Examination

Key facts

CRD
2539920
Firm
Wallender, Timothy Joseph · CRD 138301
Role
Owner, CCO
Office
1129 HIGHLAND AVE #203, Manhattan Beach, CA 90266
Registration
Investment adviser registration
In the industry since
June 2021
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Timothy Wallender work?

Timothy Wallender has been Owner, CCO of Wallender, Timothy Joseph since January 1989, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 3 April 2026

Is Timothy Wallender a financial advisor?

Yes. Timothy Wallender has a current investment-adviser registration in California and Texas, through Wallender, Timothy Joseph since June 2021.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Timothy Wallender have?

Timothy Wallender has 5 years in the financial industry, since June 2021, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Timothy Wallender passed?

Timothy Wallender passed the Series 2 in September 1994.

Source: IAPD individual record, checked 22 October 2026

Where is Timothy Wallender based?

Timothy Wallender’s registered office is in Manhattan Beach, CA.

Source: IAPD individual record, checked 22 October 2026

Is Timothy Wallender registered with FINRA?

No. Timothy Wallender has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Timothy Wallender’s record?

Search CRD 2539920 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Wallender’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Sources

  1. IAPD individual record, CRD 2539920, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Wallender, Timothy Joseph, filed 3 April 2026. Title, control and ownership bands.
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