Cetera Investment Advisers
47yrs
Top advisor by experience in Lubbock
34yrs
Timothy Wolfe is a fiduciary financial advisor in Lubbock, Texas, with 34 years in the industry. Timothy joined The Ameriflex Group in 2026, after three years at Osaic Wealth and 17 years at FSC Securities. The Ameriflex Group offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 238 advisors with offices in Lubbock, and one of 213 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 8% by experience in Texas
Office5111 80th St, Lubbock, TX 79424
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$549,793
Advisors at the firm209
States licensed ?1 state
Services through The Ameriflex Group
Financial planningInvestment management for individuals and small businessesRetirement 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
- Jun 2026 – nowThe Ameriflex GroupCurrent firm
- 2023 – 2026Osaic Wealth, Inc.Previously
- 2007 – 2023FSC Securities CorporationPreviously
Contact Timothy
5111 80th StLubbock, TX 79424Office · Get directions Firm main line(702) 987-9730Headquarters: The Ameriflex Group · Las Vegas, NV Firm websiteameriflex.com
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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 The Ameriflex Group at (702) 987-9730 and ask for Timothy Wolfe. Timothy works from the Lubbock, TX office.
How long has Timothy been a financial advisor?
Timothy has been in the industry since 1992, about 34 years. Top 8% by experience in Texas.
What licenses does Timothy hold?
Series 63, Series 65, 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?
The Ameriflex Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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