Tim has over 18 years of experience in public accounting providing strategic tax planning and value added consulting services to families, executives, and closely held small and mid-size businesses. Tim serves as the managing member of the firm’s wealth management division.
Education and Achievements
Bellarmine University, W. Fielding Rubel School of Business, Master of Business Administration
Western Kentucky University, Bachelor of Science, Accounting
Federally licensed Enrolled Agent
Holds the Series 7 & 66 securities licenses
Holds health and life insurance licenses
Prior service member of the United States Marine Corps Reserve
2008 Albert Sanders Award recipient – St. Matthews Area Business Association
Financial Services Institute
Former Board Member and Treasurer of the St. Matthews Area Chamber of Commerce
Former Board Member of Kentuckiana Crime Stoppers
Has volunteered to coach youth soccer, baseball, basketball, and flag football over the years
Check the background of this investment professional on FINRA’s BrokerCheck
Securities offered through ProEquities, Inc., a Registered Broker Dealer and member FINRA and SIPC. Advisory Services offered through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor. Mather & Company, CPAs, LLC is independent of ProEquities, Inc.
Please be advised that Tim Wissing holds various licenses in Indiana and Kentucky. For residents of states in which registration is not held, proper licenses and registrations must be obtained by the Registered Representative before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.