Stifel, Nicolaus &
47yrs
Top 1% by experience in Houston
41yrs
Timothy Bryce Wolfcale
Financial advisor at Corda Investment Management
At a glance
Experience41 years (since 1985)
How that compares ?Top 3% by experience in Texas
Office8955 Katy Freeway Suite 200, Houston, TX 77024
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Corda Investment Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2014 – nowCorda Investment Management, LLCCurrent firm
- Apr 2007 – Jun 2008TD Ameritrade, Inc.Previously
- Apr 2007 – Jun 2008TD Ameritrade Investment Management, LLCPreviously
- Jul 2005 – Oct 2005Chase Investment Services Corp.Previously
- Mar 2004 – Jul 2005Banc One Securities CorporationPreviously
- 2000 – 2003UBS Financial Services Inc.Previously
Questions to ask Timothy
Tailored to Timothy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Timothy
How do I contact Timothy?
Call Corda Investment Management at 713-439-0665 and ask for Timothy Bryce Wolfcale. Timothy works from the Houston, TX office.
How long has Timothy been a financial advisor?
Timothy has been in the industry since 1985, about 41 years. Top 3% by experience in Texas.
What licenses does Timothy hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Timothy a fiduciary?
Timothy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Timothy paid?
Corda Investment Management reports being paid by a percentage of the assets they manage. Ask Timothy for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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