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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Ellsworth is a financial advisor with over 30 years of experience in the industry. He currently works for Relation Wealth Management, Inc. in Tulsa, Oklahoma. Prior to joining Relation Wealth Management, Inc., Timothy worked at Kestra Investment Services, LLC and Cambridge Investment Research, Inc. Timothy is registered in both Oklahoma and Texas. He has a wide range of experience and holds several professional licenses and designations. Timothy is committed to providing his clients with personalized financial advice and helping them achieve 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.
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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OK
07/02/2024 - Present
Relation Wealth Management, Inc. (TULSA OK)
OK
03/01/2007 - 07/01/2024
KESTRA INVESTMENT SERVICES, LLC (TULSA OK)
OK
05/17/1999 - 03/12/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (TULSA OK)
MN
11/17/1986 - 05/20/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
BC
Issued 10/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2014
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/10/1995
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/14/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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