Broker Check

Meet the Team

Tim R. Wellman CSA


Check the background of this investment professional on FINRA's BrokerCheck

About Tim

Tim R. Wellman has dedicated his career to helping people achieve their financial goals. With more than 28 years of experience as a financial advisor, Mr. Wellman has worked with individuals, business owners and retirees through many market cycles. The knowledge that comes from that experience enables him to provide clear, concise, unbiased advice to his clients.

Mr. Wellman received his BA from the University of Iowa in 1987 and is a Registered Representative with LPL Financial. He holds the series 7,24,63,65 securities licenses and is licensed in Iowa to sell insurance.


Connie Dove

Financial Assistant


Connie Dove has worked as Tim's Financial Assistant for more than 5 years. Connie is responsible for day-to-day financial administration across the organization, which includes providing support with various tasks as assigned by Tim.