Unclaimed
Timothy David Gaarder is a financial advisor with over 37 years of experience in the industry. Timothy is currently registered with Private Advisor Group, LLC. Timothy provides financial planning, portfolio management, and other investment advisory services. Timothy is also registered as a Registered Investment Advisor (RIA) with Investors Financial Group, LLC. He is dedicated to helping his clients reach their financial goals.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
FL
03/16/2022 - Present
Private Advisor Group, LLC (Fort Myers FL)
MN
03/31/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (PLYMOUTH MN)
CA
03/06/1990 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
AZ
11/19/1989 - 03/14/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/23/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/23/1985 - 12/05/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
05/23/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 05/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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