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Timothy Winters

5 Years of Experience
Orland Park, IL
BrokerSells Insurance

Timothy Winters is a registered investment advisor at Cetera Investment Advisers LLC, based in Orland Park, IL, with 5 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

15321 S 94th Ave Ste 100, Orland Park, IL, 60462

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History

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.

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Other Business ActivitiesSells Insurance

Timothy operates as a financial professional under Megent Financial, dedicating a full-time commitment to financial services. He also owns Winters Insurance Agency for tax purposes and sells fixed insurance products, dedicating minimal time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
April 2022 - Present · 4 yrs 1 mo
Cetera Advisors LLC
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Cetera Advisors LLC
May 2022 - March 2024 · 1 yr 10 mos
Country Capital Management CompanyBroker
April 2016 - November 2017 · 1 yr 7 mos
State Registrations11 states
AZCAFLILINKYMINCSCTXWI
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 Winters - Financial Advisor | TrueAdvisor