Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Luchsinger is an investment advisor representative at Cliftonlarsonallen Wealth Advisors, LLC, where Timothy has been employed since February 2012. Timothy has been in the industry since December 2007. Cliftonlarsonallen Wealth Advisors, LLC is a registered investment advisor with offices in Minneapolis, MN and Middleton, WI. The firm provides financial planning, portfolio management and other investment services to individuals, corporations, trusts, estates, and charitable organizations.
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.
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
MN
02/27/2012 - Present
Cliftonlarsonallen Wealth Advisors, LLC (MINNEAPOLIS MN)
WI
04/08/2008 - 09/20/2012
CG BROKERAGE L.L.C. (MIDDLETON WI)
BC
Issued 12/26/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/19/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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