TB
TB

Timothy Bray

32 Years of Experience
Rosemount, MN
Broker

Timothy Bray is a registered investment advisor at Touchstone Advisors INC, based in Rosemount, MN, with 32 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 41 clients with $29B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
76 advisors
IM Fee
Planning only
Assets Under Management
$29.1B
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Location

Rosemount, MN

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Timothy occasionally officiates weddings, dedicating minimal time to this activity. He also engages in business-to-business marketing for Separately Managed Accounts and Model Portfolio Delivery options, spending a few hours per week during trading hours.

Employment History
Current Registrations
Touchstone Advisors INC
June 2019 - Present · 7 yrs 1 mo
Touchstone Securities, LLC
July 2010 - Present · 16 yrs
Touchstone Securities, LLCBroker
July 2010 - Present · 16 yrs
Previous Registrations
U.S. Bancorp Investments, INC.Broker
May 2009 - July 2010 · 1 yr 2 mos
Riversource Distributors, INC.Broker
June 2007 - January 2009 · 1 yr 7 mos
Icon Distributors, INC.Broker
April 2007 - May 2007 · 1 mo
Enterprise Fund Distributors, INC.Broker
September 2006 - March 2007 · 6 mos
Piper Jaffray & CO.Broker
September 1998 - August 2006 · 7 yrs 11 mos
Cfs Brokerage CORP.Broker
June 1995 - August 1998 · 3 yrs 2 mos
Royal Alliance Associates, INC.Broker
February 1995 - May 1995 · 3 mos
Cfs Brokerage CORP.Broker
January 1994 - January 1995 · 1 yr
Piper Jaffray INC.Broker
January 1992 - January 1993 · 1 yr
Kimbridge & CO., INC.Broker
July 1988 - December 1988 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Timothy Bray - Financial Advisor | TrueAdvisor