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Timothy Edward Durbin

Private Wealth Asset Management

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About Timothy Edward Durbin

Timothy Edward Durbin is an investment advisor representative with Private Wealth Asset Management. Timothy has been in the industry since 2013 and has experience with PNC INVESTMENTS. Timothy is registered in Missouri and holds Series 7, Series 66 and Series 65 licenses. Timothy specializes in financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Timothy also provides 401K advisory services.

Firm Information

Timothy Durbin is currently registered with Private Wealth Asset Management. Private Wealth Asset Management is an investment advisory firm located in Omaha, NE. With over $1 billion to $10 billion in assets under management, the firm provides financial planning, portfolio management, and 401(k) advisory services to high-net-worth individuals and other investors. They have a team of 22 investment advisor representatives and 7 licensed agents.
Private Wealth Asset Management

1100 CAPITOL AVENUE

OMAHA, NE 68102

$1.87B

Assets Under Management

Not reported

Total Clients

21

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 individuals

Personalized portfolio management to meet individual financial objectives.

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401k advisory services

401k advisory services

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 Durbin’s Registration & Firm History

MO

05/21/2024 - Present

Private Wealth Asset Management (ST. LOUIS MO)

MO

11/01/2013 - 12/17/2015

PNC INVESTMENTS (CLAYTON MO)

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Licenses & Designations

IA

Issued 06/08/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/05/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/17/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Edward Durbin.
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