Tim Penner has been a licensed financial professional since 2005. Before joining AGH Wealth Management, he led product securities trading (specializing in municipal, corporate and government debt) and served as the office of supervisory jurisdiction (OSJ) representative for a fast-growing investment company focused on unit investment trusts. As the compliance associate for AGH Wealth Management, he understands the heightened regulatory environment in the industry and works to ensure that the team’s operations follow regulatory agencies’ directives.
Tim is an investment advisor representative with AGH Wealth Advisors, who holds the Series 7 and 24 registrations with LPL Financial and the Series 66 registration with AGH Wealth Advisors, LLC and LPL Financial, as well as life, health, and disability licenses. He earned a bachelor’s degree in business management from Wichita State University.
A professional of a different nature before joining the team, Tim won a National Championship in 1998 with the Wichita State Shockers varsity bowling team and was also on the Professional Bowler’s Tour in 2003-2004. He and his wife, Allison, enjoy Chiefs and Packers football (a home divided), super ultra-hot peppers, hiking, running, golf, and traveling to new and exciting places. Tim and Allison have four children.
“If you strive for perfection, often times you can achieve excellence.” – Gregg Marshall