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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 Hierlmaier is a financial advisor with Stancorp Investment Advisers, Inc. Timothy has been in the financial services industry since 2004 and has a diverse background in investments, financial planning, and wealth management. Timothy earned the Chartered Financial Analyst designation. Timothy holds licenses for Series 6, 7, and 63. Timothy has worked with clients in multiple states.
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.
Guidance on pension options to ensure a secure financial future.
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.
As noted in schedule d misc,affiliate by intercompany agreement
1
2
OR
02/03/2023 - Present
Stancorp Investment Advisers, Inc. (PORTLAND OR)
MN
05/12/2017 - 12/31/2022
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
04/25/2007 - 12/31/2010
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
01/01/2007 - 04/24/2007
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
08/30/2004 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/30/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
07/02/1998 - 08/17/2004
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 06/01/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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