LPL Financial
45yrs
Top advisor by experience in Wichita Falls
35yrs
Timothy Wade is a fiduciary financial advisor in Wichita Falls, Texas, with 35 years in the industry. Timothy joined Stifel, Nicolaus & Company in 2010, after a year at Morgan Stanley and 16 years at Citigroup Global Markets. Stifel, Nicolaus & Company offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and commissions.
One of 76 advisors with offices in Wichita Falls, and one of 70 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top 7% by experience in Texas
Office2525 Kell Boulevard Suite 310, Wichita Falls, TX 76308
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$773,556
Advisors at the firm3,351
States licensed ?1 state
Services through Stifel, Nicolaus & Company
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
Career
- 2010 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- Jun 2009 – May 2010Morgan StanleyPreviously
- 1993 – 2009Citigroup Global Markets Inc.Previously
Contact Timothy
Local office(940) 720-7610Ask for Timothy. (314) 342-2000Main office · St. Louis, MO 2525 Kell Boulevard Suite 310Wichita Falls, TX 76308Office · Get directions
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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?
- At a firm this size, will I work with you directly or with a service team?
- 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 Timothy’s local office at (940) 720-7610 or the Stifel, Nicolaus & Company main office at (314) 342-2000, and ask for Timothy Wade.
How long has Timothy been a financial advisor?
Timothy has been in the industry since 1991, about 35 years. Top 7% by experience in Texas.
What licenses does Timothy hold?
Series 63, Series 65. 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?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Timothy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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