Timothy Wynne has been an investment adviser representative at Feltl Advisors since September 2013, and is not listed among the firm’s executive officers or direct owners.
Feltl Advisors, LLC is a Plymouth, MN firm with $166M under management, 397 clients and 15 advisers across 3 offices, as of its March 2026 filing.
Timothy Wynne’s longest registration is the current one, 13 years at Feltl Advisors since 2013. Before joining Feltl Advisors in 2013, Timothy Wynne was registered through Feltl Advisors and Oppenheimer & Co. Inc.
- Feltl AdvisorsCurrent– present · 13 yearsNew Port Richey, FL · Adviser representative · Firm CRD 165244
- Feltl Advisors– · under a yearNew Port Richey, FL · Adviser representative · Firm CRD 6905
- Oppenheimer & Co. Inc.– · 4 yearsMinneapolis, MN · Adviser representative · Firm CRD 249
Investment adviser representative registrations
Timothy Wynne is registered as an investment adviser representative in 2 states. The first approvals date from September 2013; the most recent is Minnesota, in December 2013.
- CaliforniaSince 16 September 2013
- MinnesotaSince 19 December 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 6 July 2007 |
| Series 3 | National Commodity Futures Examination | 12 May 2006 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 20 May 1994 |
| Series 24 | General Securities Principal Examination | 27 March 1989 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 July 1986 |
| Series 7 | General Securities Representative Examination | 19 April 1986 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Timothy Luke Wynne
- CRD
- 1485399
- Firm
- Feltl Advisors · CRD 165244
- Office
- New Port Richey, FL
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1986
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Timothy Wynne work?
Timothy Wynne is an investment adviser representative registered through Feltl Advisors, LLC since September 2013, and is not listed among the firm’s executive officers or direct owners.
Is Timothy Wynne a financial advisor?
Yes. Timothy Wynne has a current investment-adviser registration in California and Minnesota, through Feltl Advisors since September 2013.
How many years of experience does Timothy Wynne have?
Timothy Wynne has 40 years in the financial industry, since April 1986, across 3 adviser firms.
What exams has Timothy Wynne passed?
Timothy Wynne has passed 6 licensing exams: the Series 7, Series 63, Series 24, Series 8, Series 3 and Series 65. The earliest, the Series 7, was passed in April 1986. FINRA credited Timothy Wynne with the SIE, which began in October 2018.
Where did Timothy Wynne work before Feltl Advisors?
Before Feltl Advisors, Timothy Wynne was registered through Oppenheimer & Co. Inc., July 2007 to February 2012.
Where is Timothy Wynne based?
Timothy Wynne’s registered office is in New Port Richey, FL.
Is Timothy Wynne registered with FINRA?
Yes. Timothy Wynne has a current broker registration, under CRD 1485399.
Source: FINRA BrokerCheck
How can I verify Timothy Wynne’s record?
Search CRD 1485399 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Timothy Wynne’s full registration record.
