Timothy Smith, financial advisor Archbold OH
93 score

Timothy Smith

CRD Number: 5894589
Current Firm: Silver Oak Securities, Inc.

Timothy Smith (CRD# 5894589) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Archbold, OH and has over 8 years of experience in the finance industry.

Similar Advisors
Blake Sizemore, financial advisor Archbold OH
Blake A. Sizemore
CRD# 5732687
Edward Jones
Similar Advisors
Howard Arend, financial advisor Archbold OH
Howard J. Arend
CRD# 2858484
Northwestern Mutual Investment Services,llc
Similar Advisors
Jason Born, financial advisor Archbold OH
Jason D. Born
CRD# 3066122
Stirling Bridge Wealth Partners, LLC
Company Name Location Dates Years
Silver Oak Securities Inc. Jackson, TN Nov 2015 - Current 2
Senior Planning Estate Services LLC Archbold, OH Mar 2010 - Current 7
Legacy Group Planning Archbold, OH Mar 2010 - Current 7
Swanton Properties Archbold, OH Feb 2001 - Current 16
Brokers International Financial Services, LLC Panora, IA Jul 2012 - Nov 2015 3
Foresters Equity Investment Advisory Archold, OH Feb 2011 - Jul 2012 1
Ohio Consumer Credit Alliance Incorporated Archbold, OH Jan 1986 - Mar 2010 24
Swanton Properties Archbold, OH Mar 2009 - Feb 2010 < 1
Denmark Managaement Clinton, MI Dec 2007 - Feb 2009 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2009
Contact Info for Timothy E. Smith
Phone Number: 731-668-3825
Registered State(s):
  • AR
  • KY
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Timothy Smith and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.


Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.