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Timothy Jean Haehnel

Rubinbrown Advisors LLC

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About Timothy Jean Haehnel

Timothy Haehnnel is an investment advisor representative at Rubinbrown Advisors LLC. Timothy has been with Rubinbrown Advisors LLC for over three years and is registered with the state of Missouri. Timothy has experience in various areas of financial planning and portfolio management, including portfolio management for individuals and businesses. Timothy is also experienced in selecting other advisors for clients and providing financial consulting. Timothy is a Series 65 licensed holder.

Firm Information

Timothy Haehnel is currently registered with Rubinbrown Advisors LLC. RubinBrown Advisors LLC is an investment advisor based in St. Louis, MO. The firm provides financial planning, portfolio management for businesses and individuals, and other consulting services. They have a total of $3,093,242,655 in regulatory assets under management, of which $6,137,541 is discretionary. They primarily serve high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
Rubinbrown Advisors LLC

7676 FORSYTH BLVD.

ST. LOUIS, MO 63105

$3.09B

Assets Under Management

10

Total Clients

20

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 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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consulting

Consulting

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 Haehnel’s Registration & Firm History

MO

08/19/2021 - Present

Rubinbrown Advisors LLC (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 08/19/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Jean Haehnel.
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