Tim Wenger, APMA®, MBA
Holistic financial planning to help you live your best life
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Serving Clients Nationwide
Holistic financial planning to help you live your best life
Areas of Focus
- Estate Planning
- Insurance
- Investment Management
- Long-Term Care
- Retirement Income Planning
- Retirement Planning
- Social Security Optimization
- Tax-Efficient Planning
About Tim Wenger, APMA®, MBA
Hi, I'm Tim Wenger, Financial Planner at Millennium Financial Group.I incorporate entrepreneurship and holistic financial planning to deliver the best solutions and service to my clients. My top priority is to accomplish each client's individual goals so they can focus on living their best life by creating a successful financial future through proper planning.
I am a graduate of University of West Florida with my Bachelors in Finance & Management and continued to accomplish my MBA. While at UWF, I competed as a student-athlete in Cross-Country/Track and earned various school records. I hold a Series 7 and 66 Securities Registration, Life Health and Variable Annuity license along with Accredited Portfolio Management Advisor certification.
My wife, Caitlin, and I fulfilled one of our dreams by moving from Pensacola, Florida to Colorado Springs in the summer of 2019. We enjoy climbing 14ers, snowboarding, mountain biking and playing with our daughter Merritt and two dogs, Argie and Fitz!
Professional Designations
- Accredited Portfolio Management Advisor (APMA)
- Master of Business Administration (MBA)
Primary Location
3204 North Academy Boulevard, Suite 310, Colorado Springs, CO 80917
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch and schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Millennium Financial Group
Millennium Financial Group is an independent wealth management firm based in Colorado Springs, Colorado. Since our founding in 2012, we have worked hard to help those living in and around Colorado bring about consistency and confidence in the face of a complex financial environment, simplifying the volatile markets, longer life expectancies, and other uncertainties that create a complex financial picture.Who We Serve
We offer a full range of services to Colorado educators, public service personnel, and people from all walks of life, designed to help create a stable financial foundation through retirement. We are well-versed in making 'retiring on your own terms' a reality for clients who serve our state, including educators, emergency services personnel, and city or state employees, and we help navigate pension planning nuances, including PERA Pension.
Our Approach
As an independent firm, we aim to simplify financial complexities in order to present you with a customized strategy to help secure you and your assets now and in the future. We embrace being service-minded with a commitment to keeping it simple and encouraging consistent and open communication throughout the entire process.
Our Services
We provide multiple products, services, and strategies to help you build, maintain, and pass on your wealth to future generations, including retirement planning, risk management, portfolio design and asset allocation, estate planning, pre- and post-retirement analysis, investment risk and performance reviews, long-term care evaluation, and tax reduction strategies. All our services are recommended in correlation to your specific situation.
Securities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
Education
University of West Florida, Master of Business Administration, Entrepreneurship Emphasis; Bachelor of Science, Finance and Management
Hobbies and Interests
- Cycling
- Family
- Hiking
- Snowboarding
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Dual Income Family
- Educators
- Families
- Gen X
- Government Employees
- Intergenerational Families
- Living in Retirement
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