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Timothy Holubik

7 Years of Experience
Oak Brook, IL
BrokerSells Insurance

Timothy Holubik is a registered investment advisor at Cetera Investment Advisers LLC, based in Oak Brook, IL, with 7 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

1200 Harger Road Suite 325, Oak Brook, IL, 60523

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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 works as a firefighter and EMT for the Chicago Fire Department, dedicating nearly full-time hours to this role. He also sells fixed insurance and works as a registered representative for Megent Financial, spending about 10-20% of his time on financial services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 6 mos
Cetera Advisors LLCBroker
March 2020 - Present · 6 yrs 6 mos
Cetera Advisors LLC
March 2020 - Present · 6 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
November 2020 - March 2024 · 3 yrs 4 mos
Lincoln Financial Advisors CorporationBroker
August 2018 - March 2020 · 1 yr 7 mos
State Registrations9 states
FLHIIAILINMIMOOHWI
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 Holubik - Financial Advisor | TrueAdvisor