Tim Mahieu

Absaroka Wealth Management

1438 Sheridan Ave #101

Cody, WY 82414

307-272-8380

About Absaroka Wealth Management

As an independent financial planning and wealth management firm in our hometown office of Cody, we offer comprehensive, objective advice to individuals, business owners, and multi-generational families. Our mission is to have a meaningful impact on our clients' financial lives by striving to provide confidence that someone with integrity is in their corner throughout every stage in life. The result: we'll help you design your own personal legacy that's suitable for you and your personal vision of success.

Working as a fiduciary to our clients, it is our legal duty to put our clients' needs first and act in their best interest while maintaining full transparency throughout the financial planning process. Our name and reputation reflect the high standards we have and the honest work we do for the people we serve.

See Disclosures

General Information

Firm Start Year

1926

CRD#

1064165

Firm CRD#

6413

States Licensed in

WY, MT

Years of Experience in Financial Services

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Portfolio Management, Retirement Planning, Financial Planning for Businesses, Financial Planning

Services

Can meet clients in the following ways

Your Office, Phone, Our Office, Video Conference

Compliance

Compliance Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 65, Series 66

Compensation and Fees

Fee Structure

Fee-Based

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

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