Timothy M. Scholten
TIMOTHY M. SCHOLTEN
CMFC®, AIF®
INVESTMENT EXECUTIVE
DATA DRIVEN
ANALYTICAL MINDSET
CLIENT FOCUSED
CALCULATED APPROACH
PASSIONATE PLANNER
DEEP EXPERIENCE
Tim has a clear passion for serving his customers, helping each and every client pursue a holistic approach to achieving their financial objectives. Focused on professional and executive clients, his mission is to help individuals manage their investments both pre- and post-retirement and successfully prepare for the transfer of wealth to the next generation. With more than 23 years of financial services experience, he delivers a depth of knowledge in the areas of mutual funds, ETFs, and life insurance.
Tim manages the firm’s research, data analytics, and investment model building. He collaborates with the Yarger Wealth Strategies team to identify and provide value-added services to our clients.
Tim earned a Bachelor of Science degree in Finance from University of Kentucky. He holds the Chartered Mutual Fund Counselors designation as well as Series 6, 63, 65, and 7 securities licenses. He also has attained the Accredited Investment Fiduciary (AIF) designation, named one of the “Ten Most Wanted” designations in the investment industry by Financial Planning magazine.
Tim enjoys spending time with his three daughters and his wife. When the weather is nice, he will most likely be on the golf course or out on the lake boating with family or friends. Tim’s passion for sports has led him to become an OHSAA-certified basketball official.