Timothy Financial Counsel, Inc.
Firm details
- Headquarters
- Wheaton, Illinois
- CRD number
- 123037
- Registered since
- February 14, 2022
- Website
- timothyfinancial.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial Planning
Firm profile
FINTRXOverview
Timothy Financial Counsel, Inc. is a corporation that provides financial planning services and operates across state lines. The firm is registered with the SEC as of 2022. Ownership is held by an individual, and its fee arrangements include hourly billing, fixed fees, and other non-disclosed fee formats. The firm does not describe itself as a capital allocator, does not identify as an active ESG investor, and does not act as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 21
Kara Vance
PrincipalCRD 5884759
Jacob Frerichs
Senior Financial AdvisorCRD 6762168
Lydia Newby
Financial PlannerCRD 6807620
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wheaton, IL
Du Page
Location
Wheaton, IL
Headquartered in Wheaton, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 104 E Roosevelt Rd
- Time zone
- CT (UTC-6)
- Office locations
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