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Timothy Dale Ridge

Cabana Asset Management

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About Timothy Dale Ridge

Timothy Ridge is a registered Investment Advisor Representative with Cabana Asset Management. Timothy has been in the financial industry for over 16 years. Timothy has experience in providing investment advice and financial planning services. Timothy also has experience in tax preparation and planning, financial statement review, audits, and compilations. Timothy is a member of the Board of Directors of the Wolfe Street Foundation, Inc. and is a member of the Woodlands Edge Property Owners Association, Inc.

Firm Information

Timothy Ridge is currently registered with Cabana Asset Management. Cabana Asset Management is an investment advisor headquartered in Fayetteville, Arkansas, managing over $738.65 million in assets. They offer a range of services, including financial planning, pension consulting, portfolio management for businesses, individuals, and pooled investment vehicles, and provide sub-advisory services for other advisors. The firm caters to a diverse client base, including individuals, high-net-worth individuals, corporations, investment companies, CITs, and other investment advisors.
Cabana Asset Management

220 S. SCHOOL AVE.

FAYETTEVILLE, AR 72701

$738.65M

Assets Under Management

Not reported

Total Clients

15

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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sub-advisory services for other advisers

Sub-advisory services for other advisers

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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Timothy Ridge’s Registration & Firm History

AR

12/13/2018 - Present

Cabana Asset Management (FAYETTEVILLE AR)

AR

10/31/2005 - 12/13/2018

SAGEPOINT FINANCIAL, INC. (LITTLE ROCK AR)

AZ

07/18/2002 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 01/06/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/24/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Timothy Dale Ridge. Review regulatory record here.
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