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Timothy John Kroon

Fisher Retirement Solutions LLC

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About Timothy John Kroon

Timothy Kroon is a financial advisor based in CAMAS, WA. Timothy is currently registered with Fisher Retirement Solutions LLC and has been in the industry since 2003. Timothy has worked with Stancorp Equities, Inc. and WAMU Investments, Inc. in the past. Timothy has successfully completed Series 7 and Series 66 exams in addition to the SIE. Timothy specializes in working with Pension and Profit Sharing Plans and State or Municipal Government Entities.

Firm Information

Timothy Kroon is currently registered with Fisher Retirement Solutions LLC. Fisher Retirement Solutions LLC is an investment advisor based in Plano, TX. The firm primarily manages assets for pension and profit-sharing plans and state or municipal government entities. They have approximately $4.9 billion in regulatory assets under management.
Fisher Retirement Solutions LLC

6404 INTERNATIONAL PARKWAY

PLANO, TX 75093

$4.90B

Assets Under Management

82

Total Clients

28

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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 Kroon’s Registration & Firm History

WA

07/05/2024 - Present

Fisher Retirement Solutions LLC (CAMAS WA)

OR

02/25/2008 - 01/20/2016

STANCORP EQUITIES, INC. (PORTLAND OR)

OR

05/11/2005 - 01/24/2008

WAMU INVESTMENTS, INC. (PORTLAND OR)

MN

01/10/2005 - 04/05/2005

CRI SECURITIES, LLC (ST. PAUL MN)

MN

01/29/2004 - 04/05/2005

SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)

MN

01/28/2003 - 12/12/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/28/2003 - 12/12/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 02/07/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/20/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy John Kroon.
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