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Andrew Scott Timson

Wintrust Investments LLC

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About Andrew Scott Timson

Andrew Timson is a registered investment advisor with Wintrust Investments LLC. Andrew has been in the financial services industry since 2013 and is registered in 34 states. Andrew has passed the Series 66, SIE, and Series 7 exams and is licensed to provide financial planning services, portfolio management services for both businesses and individuals, and selection of other advisors. Andrew specializes in providing financial advice to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals. Andrew previously worked at Wayne Hummer Investments LLC.

Firm Information

Andrew Timson is currently registered with Wintrust Investments LLC. Wintrust Investments LLC is a Limited Liability Company based in Chicago, Illinois, formed in January 1996. The firm provides a wide range of investment advisory services including financial planning, selection of other advisors, portfolio management for individuals and businesses. Wintrust Investments LLC manages over $14.4 billion in assets and has over 147 investment advisor representatives.
Wintrust Investments LLC

231 SOUTH LASALLE STREET

CHICAGO, IL 60604

$14.42B

Assets Under Management

Not reported

Total Clients

168

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Timson’s Registration & Firm History

IL

10/21/2016 - Present

Wintrust Investments LLC (CHICAGO IL)

IL

02/13/2013 - 04/24/2015

WAYNE HUMMER INVESTMENTS L.L.C. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 07/15/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Scott Timson.
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