Timothy Flinn
Timothy Flinn is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Jacksonville, IL, with 12 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
1170 Wall Street, Jacksonville, IL, 62650
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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.
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Timothy is a member of Nothing Fancy Supply Co, a board member for Prairieland United Way, treasurer for Jacksonville Main Street, and owner of The Haberdash LLC. These activities require minimal time for United Way and Jacksonville Main Street, and about 10-20% of his time for The Haberdash LLC.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Midwestern Securities Trading Co.,llc
Midwestern Securities Trading Company, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Edward Jones
Edward JonesBroker
J.P. Morgan Securities LLCBroker
State Registrations15 states
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