Tim Wolfe

Lead Advisor

Areas of Expertise

  • Real Estate

Phone

816-285-9000

  • Personal

    As a Finance and Real Estate double major, I had quite a few career options coming out of college. It was an internship at a large RIA with deep accounting roots where I  learned about the financial services  Industry and made the decision to pursue it as my career. 


    With an  analytical and personable approach, 

    I take pride in helping Individuals and families develop a deep understanding of their financial well-being and assist them in reaching their long-term goals.  


    Originally from Cedar Rapids, IA, I made the move to Kansas City in June of 2023. I currently reside in 

    Midtown with my labradoodle pup named Milo.  I enjoy exploring the city, traveling, staying active, seeing family and friends, as well as staying on top of my favorite sports teams. 

  • Professional & Community

    • Wealth Management Strategist, Buttonwood Financial Group, LLC: 2023 - present
    • Senior Associate, Choreo (Formerly RSM US Wealth Management): 2018 - 2023
    • IT Intern, CBE Companies: 2016 - 2018
    • Part-Time Student in Continuous Improvement Project Management, John Deere: 2015 - 2016
  • Registrations / Licenses

    • Series 65 Licensing Exam
    • Financial Paraplanner Qualified Professional (FPQP®)
    • Accredited Wealth Management Advisor (AWMA®)
    • Bachelor of Business Administration - Finance & Real Estate, University of Northern Iowa: 2017
  • Download Tim Wolfe's Bio

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