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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 Lee Duellman is an investment advisor representative with Principal Asset Management. Timothy has been in the financial services industry since April 10, 2007. Timothy's current firm, Principal Asset Management, is based in Minneapolis, Minnesota. Timothy is registered in Iowa, Kansas, Minnesota, Missouri, Montana, Nebraska, North Dakota and South Dakota. Timothy has several licenses, including Series 6, Series 7, and Series 66. Timothy has worked for several firms in the past, including FRANKLIN/TEMPLETON DISTRIBUTORS, INC., WELLS FARGO INVESTMENTS, LLC, and WADDELL & REED, INC. Timothy works with a wide variety of clients, including insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
MN
02/02/2022 - Present
Principal Asset Management (Minneapolis MN)
CA
08/13/2008 - 09/07/2010
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)
MN
05/11/2006 - 08/28/2006
WELLS FARGO INVESTMENTS, LLC (ROCHESTER MN)
KS
11/23/2004 - 02/08/2006
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 01/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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