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Timothy Shea Kerrigan

Continuum Advisory, LLC

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About Timothy Shea Kerrigan

Timothy Kerrigan is an investment advisor representative registered with Continuum Advisory, LLC. Timothy has over 20 years of experience in the financial services industry. Timothy's areas of expertise include financial planning, investment management, and portfolio management for businesses and individuals. Timothy is also a registered representative with FINRA and has Series 7 and Series 66 licenses. Timothy is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Timothy Kerrigan is currently registered with Continuum Advisory, LLC. Continuum Advisory, LLC is an investment advisory firm based in Eagle, ID. The firm manages approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer a wide range of services, including financial planning, portfolio management, and selection of other advisors. Continuum Advisory, LLC participates in wrap fee programs.
Continuum Advisory, LLC

873 E. STATE STREET

EAGLE, ID 83616

$1.29B

Assets Under Management

2,953

Total Clients

35

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Timothy Kerrigan’s Registration & Firm History

ID

04/04/2016 - Present

Continuum Advisory, LLC (EAGLE ID)

AZ

11/14/2017 - 08/23/2024

TRIAD ADVISORS LLC (Phoenix AZ)

AZ

05/13/2016 - 11/17/2017

SIGNATOR INVESTORS, INC. (SCOTTSDALE AZ)

AZ

10/05/2004 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (SCOTTSDALE AZ)

FL

08/07/2003 - 10/01/2003

INTERSECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 07/30/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Shea Kerrigan.
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