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Timothy Brian McMullen

Saxony Capital Management, LLC

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About Timothy Brian McMullen

Timothy McMullen is an investment advisor representative with Saxony Capital Management, LLC. Timothy has been in the industry since March 2019 and is registered in Florida, New Jersey, Pennsylvania, and Texas. Timothy holds the Series 6, 63, 65, and 26 licenses. Timothy's experience includes previous roles at Trinity Wealth Securities, LLC and Hefren-Tillotson Inc. Timothy offers financial planning, selection of other advisors, and portfolio management services to individuals, high-net-worth individuals, and businesses.

Firm Information

Timothy McMullen is currently registered with Saxony Capital Management, LLC. Saxony Capital Management, LLC is a Saint Louis, MO-based investment advisory firm that manages approximately $239.3 million in assets for a diverse range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and others. They offer a variety of advisory services, including financial planning, portfolio management, and selection of other advisors.
Saxony Capital Management, LLC

11152 S TOWNE SQUARE

SAINT LOUIS, MO 63123

$239.29M

Assets Under Management

Not reported

Total Clients

36

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Consulting fees to ria's, finders fees, fees third party manager

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Timothy McMullen’s Registration & Firm History

MO

01/02/2025 - Present

Saxony Capital Management, LLC (SAINT LOUIS MO)

PA

04/01/2019 - 01/02/2024

TRINITY WEALTH SECURITIES, L.L.C. (Philadelphia PA)

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Licenses & Designations

BC

Issued 01/18/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/30/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/10/2022

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 04/01/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/15/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Brian McMullen.
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