Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Elzinga is an experienced financial professional with over 30 years of experience in the securities industry. Timothy Elzinga currently works at Osaic Wealth, Inc. in Kansas City, Missouri. Timothy Elzinga has held several positions at firms such as Securities America, Inc., Sunset Financial Services, Inc., Fifth Third Securities, Inc., Old Kent Financial Advisors, GNA Securities, Inc., Smith Barney Inc., and Lehman Brothers Inc. Timothy Elzinga is also a Certified Financial Planner. Timothy Elzinga has a strong background in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
MO
06/14/2024 - Present
Osaic Wealth, Inc. (Kansas City MO)
MI
11/14/2014 - 06/14/2024
SECURITIES AMERICA, INC. (GRANDVILLE MI)
MI
06/20/2007 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
MI
05/02/2001 - 06/13/2007
FIFTH THIRD SECURITIES, INC. (GRANDVILLE MI)
MI
08/12/1996 - 05/02/2001
OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)
VA
06/26/1995 - 08/15/1996
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
07/31/1993 - 06/07/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
09/27/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 05/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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