Timothy Moy
MBE Wealth Management · Tomah, Wisconsin
Timothy Moy is a fee-only financial advisor at MBE Wealth Management in Tomah, Wisconsin. MBE Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Timothy →
Facts
| Firm | MBE Wealth Management |
|---|---|
| Based in | Tomah, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $977.1M across 5,412 accounts |
| SEC registration | Investment adviser representative in WI · CRD 5988465 |
| Exams passed | Series 66 (2012) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.mbewealth.com |
How Timothy's firm compares
- MBE Wealth Management's average account is about $181,000, from its Form ADV (assets managed divided by 5,412 accounts).
Request an introduction to Timothy
Tell Timothy a little about what you're looking for. Timothy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Timothy
Is Timothy Moy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and MBE Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Timothy charge for financial advice?
Timothy's firm, MBE Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Timothy Moy based?
Timothy Moy is based in Tomah, Wisconsin.
Is Timothy Moy registered with the SEC?
Yes. Timothy Moy is registered as an investment adviser representative in WI (CRD 5988465), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MBE Wealth Management manage?
MBE Wealth Management reports $977.1M across 5,412 accounts in assets under management.
How do I contact Timothy Moy?
Through Timothy's website, www.mbewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.