Timothy Flick is a CFP-designated registered investment advisor, based in Indianapolis, IN, with 25 years of industry experience.
Location
3815 River Crossing Pkwy, Ste 100, Indianapolis, IN, 46240
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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 church elder, an independent insurance agent, and the president of Cornerstone Financial Advisory LLC and Let's Plan to Thrive, LLC. He also works as an advisory representative of a RIA, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
New England SecuritiesBroker
New England Securities Corporation
Fulcrum Securities, INC.Broker
Fulcrum Advisory Services, INC.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Prudential Securities IncorporatedBroker
State Registrations7 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.