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Timothy Jon Bangert

McClurg Capital Corp.

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About Timothy Jon Bangert

Timothy Bangert is a financial advisor with over 35 years of experience in the industry. Timothy has been a registered representative with McClurg Capital Corp. since January of 1994 and is also a registered investment advisor. Timothy specializes in providing financial planning and investment advice to a wide range of clients including high-net-worth individuals, charitable organizations, and corporations.

Firm Information

Timothy Bangert is currently registered with McClurg Capital Corp.. McClurg Capital Corp., a corporation formed in June 1985, is an investment advisor with a focus on providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. The firm manages approximately $83 million in assets, primarily for individuals, with a smaller portion dedicated to charitable organizations and corporations. McClurg Capital Corp. is registered with the SEC and in 10 states, including Arizona, California, District of Columbia, Florida, Maryland, Nevada, Oregon, Texas, Utah, and Washington. The firm's website is located at HTTP://WWW.MCCLURGCAPITAL.COM.

$83.00M

Assets Under Management

Not reported

Total Clients

7

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 individuals

Personalized portfolio management to meet individual financial objectives.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Timothy Bangert’s Registration & Firm History

CA

01/21/2025 - Present

McClurg Capital Corp. (SAN RAFAEL CA)

NY

09/29/1986 - 01/04/1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/13/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/04/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/1994

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Jon Bangert.
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