Cambridge Investment Research Advisors
24yrs
More experience than 70% of advisors in Ohio
6yrs
Timothy Waller
Financial advisor at MDRN Capital
Timothy Waller has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Grand Rapids, Ohio. After a year at PNC Wealth Management and two years at Kovack Advisors, Timothy joined MDRN Capital in 2026, a firm offering financial planning, investment management, and retirement plan consulting. MDRN Capital reports being paid through a percentage of assets and flat fees.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
OfficeGrand Rapids, OH
FirmMDRN Capital
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$595,133
Advisors at the firm29
States licensed ?1 state
Services through MDRN Capital
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.
Career
- Apr 2026 – nowMDRN CapitalCurrent firm
- Jan 2025 – Mar 2026PNC Wealth Management LLCPreviously
- 2022 – 2024Kovack Advisors, Inc.Previously
- Jul 2022 – Aug 2022The Huntington Investment CompanyPreviously
Contact Timothy
(410) 533-9966Firm headquarters in Annapolis, MD. Ask for Timothy. Grand Rapids, OHOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
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About Timothy
How do I contact Timothy?
Call MDRN Capital at (410) 533-9966 and ask for Timothy Waller. Timothy works from the Grand Rapids, OH office.
How long has Timothy been a financial advisor?
Timothy has been in the industry since 2020, about 6 years. 6 years in the industry.
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?
MDRN Capital reports being paid by a percentage of the assets they manage, 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.