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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Engelhart is a financial advisor with Onedigital Investment Advisors. Timothy is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of experience in the financial services industry. Timothy is a Registered Investment Advisor and holds Series 7, 52 and 63 licenses. Timothy has experience working with individual investors, families, and businesses. Timothy specializes in financial planning, portfolio management, and retirement planning. Timothy has a deep understanding of the financial markets and a commitment to providing personalized financial advice. Timothy is dedicated to helping clients achieve their financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
03/26/2012 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
CO
03/20/2012 - 12/31/2015
LPL FINANCIAL LLC (GREENWOOD VILLAGE CO)
CO
06/01/2005 - 03/20/2012
SUNSET FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
NE
09/22/2003 - 06/30/2004
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MA
07/12/2002 - 09/25/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NE
12/08/2000 - 07/26/2002
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NY
08/31/1990 - 06/21/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
MO
03/08/1990 - 08/22/1990
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
NA
10/20/1982 - 03/19/1990
KIRCHNER, MOORE AND COMPANY
BC
Issued 10/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1982
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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