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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 Wissing is a financial advisor with Cerity Partners LLC, with over 20 years of experience in the financial industry. Timothy has a strong background in financial planning, investment management, and insurance. He is committed to helping clients achieve their financial goals and providing them with personalized financial advice. Timothy is a Registered Representative in Kentucky. Prior to joining Cerity Partners LLC, Timothy worked with AVANTAX INVESTMENT SERVICES, INC., PROEQUITIES, INC., AMERIPRISE FINANCIAL SERVICES, INC., PRIVATE CLIENT SERVICES, LLC, WOODBURY FINANCIAL SERVICES, INC., and CAMBRIDGE INVESTMENT RESEARCH, INC. Timothy is an expert in helping individual investors, businesses, and charitable organizations with their financial needs.
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.
Tax services; bill pay
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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NY
01/22/2024 - Present
Cerity Partners LLC (NEW YORK NY)
KY
01/05/2021 - 02/02/2024
AVANTAX INVESTMENT SERVICES, INC. (Louisville KY)
KY
09/30/2020 - 12/24/2020
AVANTAX INVESTMENT SERVICES, INC. (Louisville KY)
KY
12/15/2015 - 09/30/2020
PROEQUITIES, INC. (Louisville KY)
MN
10/02/2013 - 08/25/2015
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
KY
05/05/2010 - 10/02/2013
PRIVATE CLIENT SERVICES, LLC (LOUISVILLE KY)
KY
08/01/2005 - 05/10/2010
WOODBURY FINANCIAL SERVICES, INC. (LOUISVILLE KY)
IA
10/11/2001 - 08/03/2005
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
BOTH
Issued 01/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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