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Timothy Daniel Harden

Retirement Plan Advisors, LLC

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About Timothy Daniel Harden

Timothy Harden is a financial advisor with over 10 years of experience in the industry. Timothy is a Certified Financial Planner and a Chartered Financial Consultant. Timothy is registered with Retirement Plan Advisors, LLC and is licensed to provide investment advice in Illinois and Missouri. Prior to joining Retirement Plan Advisors, LLC, Timothy was a financial advisor with Principal Securities, Inc. and Montage Securities, LLC. Retirement Plan Advisors, LLC is an independent registered investment advisor with a focus on retirement planning and investment management. The firm provides services to individuals, families, businesses, and institutions. The firm manages over $1.4 billion in assets. Timothy is dedicated to helping clients achieve their financial goals. Timothy Harden offers a range of financial services including: financial planning, retirement planning, investment management, and portfolio management.

Firm Information

Timothy Harden is currently registered with Retirement Plan Advisors, LLC. Retirement Plan Advisors, LLC is an investment advisor headquartered in Chicago, Illinois. The firm manages approximately $1.47 billion in assets for individuals, high net worth individuals, pooled investment vehicles, state or municipal government entities, and other clients. Their services include financial planning, pension consulting, educational seminars, and portfolio management. They offer a wrap fee program and have 45 investment adviser representatives.
Retirement Plan Advisors, LLC

29 E. MADISON ST.

CHICAGO, IL 60602-3205

$1.47B

Assets Under Management

1,270

Total Clients

38

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Timothy Harden’s Registration & Firm History

MO

10/22/2020 - Present

Retirement Plan Advisors, LLC (SAINT PETERS MO)

MO

02/23/2017 - 10/05/2020

PRINCIPAL SECURITIES, INC. (SAINT LOUIS MO)

MO

02/10/2016 - 02/14/2017

MONTAGE SECURITIES, LLC (St. Louis MO)

MO

08/08/2012 - 03/24/2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHESTERFIELD MO)

MO

02/02/2012 - 04/11/2012

EDWARD JONES (ST LOUIS MO)

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Licenses & Designations

BOTH

Issued 02/20/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Daniel Harden.
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