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Tim Ward

39 Years of Experience
Rushville, IL
BrokerSells Insurance

Tim Ward is a registered investment advisor, based in Rushville, IL, with 39 years of industry experience.

Location

400 W Logan Street, Suite 2A, Rushville, IL, 62681

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Tim is an investment advisor and insurance agent at Cornerstone Financial Benefits, selling life, health, and property & casualty insurance, dedicating a few hours per week. He also owns/operates Senior Independent Living Apartments, serves as president of boards for a fitness center and an economic commission, and sells indexed annuity care products through OneAmerica.

Employment History
Current Registrations
On Investment Management CO
March 2016 - Present · 10 yrs 4 mos
The O.N. Equity Sales CompanyBroker
March 2016 - Present · 10 yrs 4 mos
Previous Registrations
Ssn Advisory, INC.
February 2013 - March 2016 · 3 yrs 1 mo
Securities Service Network, INC.Broker
February 2013 - March 2016 · 3 yrs 1 mo
Investment Advisors
March 2006 - February 2013 · 6 yrs 11 mos
Proequities, INC.Broker
March 2006 - February 2013 · 6 yrs 11 mos
Primevest Financial Services, INC.Broker
June 2004 - February 2006 · 1 yr 8 mos
Primevest Financial Services, INC.
June 2004 - February 2006 · 1 yr 8 mos
Raymond James Financial Services, INC.Broker
January 2001 - June 2004 · 3 yrs 5 mos
Investment Planners, INC.Broker
July 1996 - January 2001 · 4 yrs 6 mos
Walnut Street Securities, INC.Broker
November 1992 - July 1996 · 3 yrs 8 mos
Reliastar Financial Marketing CORP.Broker
July 1990 - November 1992 · 2 yrs 4 mos
Nylife Securities INC.Broker
October 1987 - July 1990 · 2 yrs 9 mos
Titan Capital CorporationBroker
January 1987 - October 1987 · 9 mos
Walnut Street Securities, INC.Broker
December 1986 - February 1987 · 2 mos
State Registrations8 states
FLIAILINMNMONVTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Tim Ward - Financial Advisor | TrueAdvisor