Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Frey is a financial professional with over 18 years of experience in the industry. Timothy has a wide range of experience, having worked with several firms, including LPL FINANCIAL LLC, Sagepoint Financial, Inc., Securities America, Inc., and Country Capital Management Company. Timothy is currently registered with Packerland Brokerage Services, Inc. in Wisconsin. Timothy provides financial planning, pension consulting, and educational seminars to individuals and businesses. Timothy is also a registered investment advisor and holds a Series 6, Series 7, Series 63, and Series 65 licenses.
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.
Personalized portfolio management to meet individual financial objectives.
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
WI
03/05/2024 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
MN
01/02/2020 - 02/23/2024
LPL FINANCIAL LLC (EDINA MN)
WI
03/14/2016 - 01/08/2020
SAGEPOINT FINANCIAL, INC. (SPOONER WI)
WI
11/04/2014 - 04/16/2015
SECURITIES AMERICA, INC. (SPOONER WI)
MN
04/22/2005 - 11/13/2014
COUNTRY CAPITAL MANAGEMENT COMPANY (BURNSVILLE MN)
IA
Issued 12/23/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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