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Paladin Research Report For:

Tim Mahieu

Absaroka Wealth Management

1438 Sheridan Ave #101
Cody, WY 82414
307-272-8380

About Tim Mahieu

Tim has been a private wealth advisor for over 20 years, Tim is a valued investment guide to individuals, families, business owners, and institutions in the community.

Tim's mission is simple: to make his clients his priority, always placing their needs above corporate directives.

By collaborating with his clients' tax and legal advisors, and using a team of skilled specialists, Tim works to construct comprehensive and personalized plans to address clients' near-term goals and long-term objectives. Holding himself to a fiduciary standard, Tim strives to act in his clients' best interest while maintaining full transparency throughout the financial planning process.

Tim specializes in corporate retirement strategies encompassing everything from IRAs to large non-profit retirement plans.

Highly invested in the success of local business, Tim was president of the Cody County Chamber of Commerce in 2008, 2010, and 2020, a group he has served proudly for well over a decade. He is an active member of the Cody, CMA Church and participates in a weekly Bible Study.

When out of the office, Tim is an outdoor enthusiast enjoying horseback riding, fishing, hunting, and downhill skiing. He spent sixteen years as a National Ski Patroller, twelve years serving on the Cody Stampede Rodeo Board, eight years on the Cody Stampede Parade Committee, and served as the Rocky Mountain Elk Foundation Chapter Chair in 1996, 1997, 1998, 2004, 2005, and 2006. He was the Optimist Club President in 2003. Tim also coached the Junior Legion Baseball Team in 2015 and 2016.

Family is Tim's foundation. He has been married to his wife, Kathy for 25 years and they have two amazing children, Grace and Gus.

See Disclosures

General Information

Firm Start Year
  • 1926
CRD#
  • 1064165
Firm CRD#
  • 6413
States Licensed in
  • WY, MT
Years of Experience in Financial Services
  • 27
Work with the following types of clients
  • Businesses, Individual Investors
Advisory Services Provided
  • Portfolio Management, Retirement Planning, Financial Planning for Businesses, Financial Planning

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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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