Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Olsen is an investment advisor representative with over 25 years of experience in the industry. Timothy has been with &partners, LLC. since 2024. Prior to that, Timothy was with Wells Fargo Advisors for 17 years and Edward Jones for 4 years. Timothy holds licenses and certifications in both the securities and investment advisory fields, including the Series 7, 63, and 65 licenses. Timothy specializes in working with a wide range of clients, including individuals, businesses, pension plans, and trusts. Timothy provides portfolio management, financial planning, and other advisory services.
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.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
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.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
IL
09/13/2024 - Present
&partners (Lake Forest IL)
IL
02/28/2003 - 02/03/2023
WELLS FARGO CLEARING SERVICES, LLC (ANTIOCH IL)
MO
11/03/1998 - 03/03/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 03/31/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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