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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 Robert Sutton is a registered investment advisor representative with Baker Tilly Wealth Management, LLC. Timothy has been in the industry for over 20 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and state or municipal government entities. Timothy specializes in financial planning, investment management, and pension consulting. In addition to his role at Baker Tilly Wealth Management, Timothy is also an Investment Advisor Representative for Baker Tilly Advisory Group, LP.
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.
Investment consulting
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.
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2
IN
12/23/2020 - Present
Baker Tilly Wealth Management, LLC (INDIANAPOLIS IN)
IN
11/09/2011 - 05/12/2015
CITY SECURITIES CORPORATION (INDIANAPOLIS IN)
IN
10/19/2010 - 12/02/2011
RAYMOND JAMES & ASSOCIATES, INC. (INDIANAPOLIS IN)
IN
12/19/2005 - 09/20/2010
CITY SECURITIES CORPORATION (INDIANAPOLIS IN)
TX
09/23/2005 - 01/05/2006
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
04/13/2005 - 10/06/2005
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NY
03/16/2005 - 04/06/2005
IFMG SECURITIES, INC. (PURCHASE NY)
TX
12/16/2003 - 01/19/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MO
05/10/1999 - 12/09/2003
SCOTTRADE, INC. (ST. LOUIS MO)
OH
01/04/1999 - 01/11/1999
FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)
NY
08/03/1998 - 01/04/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
05/26/1998 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
OH
06/11/1997 - 06/10/1998
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IA
Issued 07/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2022
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 06/12/2006
Series 4 - Registered Options Principal Examination
BC
Issued 02/05/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 05/12/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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