Timothy Alfieri, financial advisor Traverse City MI

Timothy Alfieri

CRD Number: 6736071
Current Firm: Creativeone Wealth, LLC

Timothy Alfieri (CRD# 6736071) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Traverse City, MI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Creativeone Wealth Overland Park, KS Dec 2022 - Current 1
Hudson Agency Traverse City, MI Nov 2015 - Current 8
Usa Financial Securities Ada, MI Dec 2016 - Dec 2022 6
American Sr. Ben Traverse City, MI Aug 2015 - Nov 2015 < 1
2lads Winery Traverse City, MI May 2015 - Aug 2015 < 1
Selfless Media Traverse City, MI May 2013 - May 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2017
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Timothy T. Alfieri
Phone Number: (888) 798-2360
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    2,880
    MILLIONS
  • Total Number of Accounts
    19,806
    ACCOUNTS
  • Average Account Value
    $145,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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