Timothy Weller, CFP®
Financial Advisor






Designations & Licenses
CERTIFIED FINANCIAL PLANNER™, 1996
New York and Florida State Life, Health and Variable Insurance Licensed
Wisconsin Life and Health Insurance Licensed
FINRA Registrations:
NASD Series 7 and 63 securities licenses as a Registered Representative and Investment Adviser Representative with/and offering securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, A Registered Investment Adviser.


Business Experience
2003 - Present
Financial Advisor
Crossbridge Financial Group
Ontario, NY

1994 - 2003
Financial Advisor
American Express Financial Advisors, Inc.
Ontario, NY

1992 - 1994
Paraplanner
IDS Financial Services
Newark, NY

Education and Training
SUNY Oswego, 1991, BS, Business Administration
Strict adherence to continuing education requirements of the CFP™ Board to stay current with developments in the financial planning profession and better serve clients.

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No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and Advisory Services offered through Commonwealth Financial Network®,
Member FINRA, SIPC, a Registered Investment Adviser.
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