Thrivent Investment Management
33yrs
Top 4% by experience at Thrivent Investment Management
35yrs
Tim Wepner
Financial advisor at Wells Fargo Advisors
Tim Wepner is a fiduciary financial advisor in Newton, North Carolina, with 35 years in the industry. Tim joined Wells Fargo Advisors in 2023, after a year at Wachovia Securities. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 13 advisors with offices in Newton, and one of 13 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top advisor by experience in Newton
Office110 S College Ave 1st Floor, Newton, NC 28658
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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
- 2023 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2002 – 2023Wells Fargo Clearing Services, LLCPreviously
- Dec 2000 – Jun 2002Wachovia Securities, Inc.Previously
Contact Tim
Local office(828) 464-1151Ask for Tim. (314) 875-3000Main office · St. Louis, MO 110 S College Ave 1st FloorNewton, NC 28658Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Tim
Tailored to Tim’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 Tim
How do I contact Tim?
Call Tim’s local office at (828) 464-1151 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Tim Wepner.
How long has Tim been a financial advisor?
Tim has been in the industry since 1991, about 35 years. Top advisor by experience in Newton.
What licenses does Tim hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Tim a fiduciary?
Tim is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tim paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Tim 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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