Timothy Elzinga
Timothy Elzinga is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Grandville, MI, with 35 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2905 Wilson Ave Ste 200C, Grandville, MI, 49418
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is a committee member for the Investment Advisory Committee of the Reformed Church in America and an advisory representative for Securities America Advisors. He also sells life insurance and fixed annuities as a self-employed salesman for Master's Financial Group, dedicating a few hours per week to this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Old Kent Financial AdvisorsBroker
Gna Securities, INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations5 states
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.