Timothy Pratt is a registered investment advisor at Touchstone Advisors INC, based in Cincinnati, OH, with 11 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
303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203
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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.
Learn about disclosures →Employment History
Current Registrations
Touchstone Advisors INC
January 2025 - Present · 1 yr 8 mos
Touchstone Securities, LLC
January 2025 - Present · 1 yr 8 mos
Touchstone Securities, LLCBroker
January 2025 - Present · 1 yr 8 mos
Previous Registrations
Charles Schwab & CO., INC.
May 2024 - February 2025 · 9 mos
Charles Schwab & CO., INC.Broker
May 2024 - February 2025 · 9 mos
Foreside Fund Services, LLCBroker
September 2021 - March 2024 · 2 yrs 6 mos
Invesco Distributors, INC.Broker
July 2020 - July 2021 · 1 yr
Janus Henderson DistributorsBroker
March 2016 - July 2020 · 4 yrs 4 mos
Wells Fargo Advisors Financial Network, LLC
January 2015 - March 2016 · 1 yr 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2015 - March 2016 · 1 yr 2 mos
Wells Fargo Advisors, LLC
September 2014 - March 2016 · 1 yr 6 mos
Wells Fargo Advisors, LLCBroker
August 2014 - March 2016 · 1 yr 7 mos
State Registrations4 states
ALGALAOH
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.