Unclaimed
Timothy Thomas Burdick is a Chartered Financial Analyst and has been in the industry since June 2000. Timothy has a current registration with Marquette Associates, Inc. and is a Registered Investment Advisor. Timothy is registered in Illinois and Tennessee. Timothy specializes in providing financial advice to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and Taft-Hartley health & welfare self-insurance.
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.
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.
Investment consulting services
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.
Retainer based fee
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IL
10/15/2021 - Present
Marquette Associates, Inc. (CHICAGO IL)
Active
Inactive
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