Timothy Demuth
Advisor at Alongside, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Alongside, LLC
Location
Mt Pleasant, WI 53177
Credentials
Series 63, Series 65
Industry experience
12 years
About
Timothy Demuth is an investment advisor at Alongside, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Thrivent Advisor Network, THRIVENT FINANCIAL for Lutherans, and Thrivent Investment Management. Outside of his advisory work, he is a co-owner of TDK LLC, which manages building operations and leasing activities. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm offers model-based and outsourced CIO solutions, emphasizing diversified asset allocation and active oversight of third-party managers and model providers.
Client services
Based on Alongside, LLC
Financial planning
Portfolio management
Selection of other advisers
Fee options
Core financial planning limited engagements: up to $5,000 max; ongoing financial planning: up to $75,000 annually max; advanced planning: up to $75,000 max; fees negotiated per client
Maximum 1.65% annually, negotiable based on account size, complexity, and other factors
Advisory professionals may receive commissions for sale of securities and insurance products; commission-based compensation possible through affiliated broker-dealer Oakwood Capital Securities, Inc.
Fractional family office services: standard $2,500 to $10,000 per month plus $2,500 onboarding fee; premium $5,500 to $30,000 per month plus $5,500 onboarding fee
Account minimum: $25,000
Location
13200 Globe Dr, Ste 114
Mt Pleasant, WI 53177
Most active in
Timothy D has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Work history
Alongside, LLC
2025 - Present (1 year)
Thrivent Advisor Network, LLC
2019 - Present (7 years)
THRIVENT FINANCIAL for Lutherans
2013 - 2019 (6 years)
Thrivent Investment Management
2013 - 2019 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Nicholas M
Series 66
Waterford, WI
FIAT LUX Capital Management
Justus M
CFP®, Series 65
Racine, WI
Financial Justus
William K
Series 65
Kenosha, WI
Life's Sanctuary Financial Planning, LLC
David J
CFP®, ChFC®, Series 63, Series 66
Kenosha, WI
Jordan Financial Life Planning
Michael H
CFP®, Series 63
Racine, WI
Financial Service Group Inc
Vincent T
CFP®, Series 66
Mount Pleasant, WI
Financial Service Group Inc
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")