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Kara Beth Vance

Timothy Financial Counsel, Inc.

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About Kara Beth Vance

Kara Vance is an investment advisor representative registered with Timothy Financial Counsel, Inc. Kara has been working in the financial industry since October 2010. Kara holds a Series 65 license and is a Certified Financial Planner. Kara has experience working with various clients, including individuals and businesses. Kara's firm provides a variety of services, including financial planning, portfolio management, and educational seminars.

Firm Information

Kara Vance 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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Kara Vance’s Registration & Firm History

IL

04/07/2016 - Present

Timothy Financial Counsel, Inc. (WHEATON IL)

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Licenses & Designations

IA

Issued 05/23/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kara Beth Vance.
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