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Haili Ann McConnell

Timothy Financial Counsel, Inc.

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About Haili Ann McConnell

Haili McConnell is a registered investment advisor representative at Timothy Financial Counsel, Inc. Haili has been in the financial services industry since June 2024. Previously, she was employed at First Trust, Centric Bank, Sport Clips, Holiday Hair, Karns, Wheaton College, Dauphin County Technical School and Covenant Christian Academy. Haili earned the Series 65 license in December 2024. Timothy Financial Counsel, Inc. is a fee-based investment advisory firm located in Wheaton, IL. The firm manages assets for a variety of clients, including individuals, corporations, and charitable organizations. Timothy Financial Counsel, Inc. provides a range of investment advisory services, including financial planning, portfolio management, and educational workshops.

Firm Information

Haili McConnell is currently registered with Timothy Financial Counsel, Inc.. Timothy Financial Counsel, Inc. is an investment advisor headquartered in Wheaton, IL. The firm offers financial planning services and has 18 investment adviser representatives. They do not provide portfolio management services.
Timothy Financial Counsel, Inc.

104 E. ROOSEVELT ROAD

WHEATON, IL 60187

Not reported

Assets Under Management

660

Total Clients

16

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.

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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other

Fees for education workshops

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Haili McConnell’s Registration & Firm History

IL

12/11/2024 - Present

Timothy Financial Counsel, Inc. (WHEATON IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Haili Ann McConnell.
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