Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Wittenbrook is a financial advisor with Oxford Financial Group, Ltd. with over 30 years of experience in the financial services industry. Timothy is a Certified Financial Planner® professional and holds Series 6, 7, 8, and 63 licenses. Timothy’s previous roles include positions at Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc., and J.P. Morgan Institutional Investments Inc. Timothy specializes in financial planning, pension consulting, selection of other advisors, and portfolio management. Timothy is registered to provide investment advisory services in Indiana, Ohio and Texas.
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.
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.
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2
OH
12/20/2019 - Present
Oxford Financial Group, Ltd. (CINCINNATI OH)
KS
06/14/2010 - 03/01/2013
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)
KY
01/01/2008 - 02/10/2009
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
11/25/1998 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
RI
01/19/1988 - 11/25/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 02/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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