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Timothy Patrick Atkinson

TFG Advisors

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About Timothy Patrick Atkinson

Timothy Atkinson is a registered investment advisor with TFG Advisors. Timothy has been in the financial services industry since 1994. Timothy is a Series 7, Series 63, and Series 65 licensed advisor. Timothy's experience includes working for OLDE Discount Corporation and Life Plan Financial Advisory Group, LLC. Timothy's firm, TFG Advisors, specializes in providing financial planning and portfolio management services to individuals, charitable organizations, and pension and profit-sharing plans. TFG Advisors is based in Auburn Hills, Michigan.

Firm Information

Timothy Atkinson is currently registered with TFG Advisors. TFG Advisors is an investment advisor based in AUBURN HILLS, MI. They advise on financial life planning, portfolio management for individuals, and manage a total of $423,381,854 in assets for 1,326 clients. Their client base includes charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
TFG Advisors

3121 UNIVERSITY DRIVE

AUBURN HILLS, MI 48326

$423.38M

Assets Under Management

1

Total Clients

6

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial life planning

Financial life planning

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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percentage of assets

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

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Timothy Atkinson’s Registration & Firm History

MI

09/29/2017 - Present

TFG Advisors (AUBURN HILLS MI)

NA

05/06/1996 - 07/08/1996

OLDE DISCOUNT CORPORATION

MI

02/02/1994 - 07/08/1996

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

IA

Issued 05/26/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/03/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Patrick Atkinson.
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