Timothy John Newell

CFP

Envoy Advisory INC.

40 Years of Experience

3 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningCharitable GivingBusiness Owners

Envoy Advisory INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

1,808 clients

Average Client Portfolio

$295K average

Assets Under Management

$533.9M

Fee Structure

Location

1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL, 60181-4285

Get directions

History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2023

Settled

Customer Dispute

July 2021

Settled

Customer Dispute

December 2008

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Timothy owns Harvest Financial Planning, LLC, where he provides financial and estate planning, insurance sales, and tax preparation, dedicating nearly full-time hours to this. He also owns and manages an office condo and residential rental property, spending minimal time on each.

Employment History

Current Registrations

Envoy Advisory INC.

March 2022 - Present · 3 yrs 11 mos

Harvest Investment Services, LLC

February 2012 - Present · 14 yrs

Previous Registrations

Investment Advisors

November 1998 - July 2018 · 19 yrs 8 mos

Proequities, INC.Broker

July 1997 - July 2018 · 21 yrs

Mariner Financial Services, INC.Broker

February 1990 - July 1997 · 7 yrs 5 mos

Leadertech Securities, INC.Broker

March 1985 - February 1990 · 4 yrs 11 mos

State Registrations3 states

COILTX

Advisor

Exams

No exam information available for this advisor.