TD Bank - Timothy Wagner Financial Advisor

timothy.wagner@td.com
Registered Address
3450 Clark Road
Sarasota, FL 34231
US
Tim Wagner has been actively engaged in fostering strong client relationships and helping clients with their financial goals in Florida. Tim Wagner works closely with clients to explore strategies and solutions as part of their overall financial plans as they work together towards their unique financial goals.

Prior to joining TD Wealth in 2023, Tim held roles as a Financial Advisor at Ameriprise Financial and as a Financial Advisor at Wells Fargo Advisors.

Tim Wagner is a graduate of the Excelsior College with a degree in Aeronautical Science and History. He currently holds his FINRA Series 66 registration and Life and Health Insurance Licenses.

Tim is a retired US Army Aviator and proudly supports several Veterans causes. Tim and his wife, Tammy, are active with their Church in Venice, Florida supporting mission trips and other community outreach.

Languages available

English

Services

  • Planning
  • Annuities
  • Life Insurance
  • Investment Management Services

Registrations

  • Series 66
    The Series 66 is an exam and license that is meant to qualify individuals as investment advisor representatives or securities agents.
    The Series 66 is an exam and license that is meant to qualify individuals as investment advisor representatives or securities agents.
  • Life/Health Insurance License

Education

Tim Wagner is a graduate of the Excelsior College with a degree in Aeronautical Science and History.

Timothy Wagner can meet at these stores

Investment Solutions

TD Automated Investing
TD Automated Investing
Access TD Wealth's professionally managed investment portfolios simply and affordably through an innovative digital platform.
TD Automated Investing Plus
TD Automated Investing Plus
Get the ease and convenience of TD Automated Investing—plus guidance from TD Wealth Financial Advisors, who will help you refine and develop your investment goals.
TD Investment Services (US)
TD Investment Services (US)
Work with a dedicated Relationship Manager to build a diversified portfolio and a customized TD Wealth Plan built around your personal goals.
Private Client Group
Private Client Group
Receive our highest level of service and allow us to manage all of your banking, investing and lending needs—led by a dedicated Relationship Manager.

Let's talk about your personal wealth journey

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We'll help you get started and to find an appropriate investment
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Take a comprehensive approach to growth and preservation strategies for your personal assets, while considering the value of your business, with TD Wealth Private Client Group.

Frequently Asked Questions

About TD Wealth

For decades, TD Wealth has provided guidance and investing insights to help people like you reach their financial goals. Today, we offer multiple ways to put your money to work for you, from automated investing to private wealth management. A TD Wealth Financial Advisor can help you match your investing style with the strategy that works best for you. We’re available to you in TD stores, by phone, through video conference or in person.