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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Charles Tims is a financial advisor with over 20 years of experience in the industry. Jeremy is currently registered with Silver OAK Securities, Inc. and Tallgrass Wealth Management, Inc. Jeremy specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jeremy is also a Certified Financial Planner. Previous firms Jeremy has been affiliated with include PURSHE KAPLAN STERLING INVESTMENTS, NATIONAL PLANNING CORPORATION, and AMERICAN GENERAL SECURITIES INCORPORATED.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
SD
05/16/2019 - Present
Silver OAK Securities, Inc. (Sioux Falls SD)
SD
03/11/2016 - 05/01/2019
PURSHE KAPLAN STERLING INVESTMENTS (Sioux SD)
SD
10/23/2007 - 03/11/2016
NATIONAL PLANNING CORPORATION (SIOUX FALLS SD)
SD
10/01/2002 - 10/23/2007
AMERICAN GENERAL SECURITIES INCORPORATED (SIOUX FALLS SD)
TX
11/07/2000 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 07/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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