LPL Financial
32yrs
Top advisor by experience in Tomah
15yrs
Timothy Brian Moy
Financial advisor at MBE Wealth Management
At a glance
Experience15 years (since 2012)
How that compares ?More experience than 50% of advisors in Tomah
Office200 W. Warren St., Tomah, WI 54660
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through MBE Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing 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 Combined State Law Examination
Career
- 2012 – nowMBE Wealth Management, LLCCurrent firm
- Jan 2012 – Nov 2012SII Investments, Inc.Previously
Questions to ask Timothy
Tailored to Timothy’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Timothy
How do I contact Timothy?
Call MBE Wealth Management at 608-372-5521 and ask for Timothy Brian Moy. Timothy works from the Tomah, WI office.
How long has Timothy been a financial advisor?
Timothy has been in the industry since 2012, about 15 years. More experience than 50% of advisors in Tomah.
What licenses does Timothy hold?
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?
MBE Wealth Management 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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