Timothy Bearden, financial advisor Bingham Farms MI
96 score

Timothy Bearden

CRD Number: 1926320
Current Firm: Cwm, LLC

Timothy Bearden (CRD# 1926320) is an Investment Advisor Representative working at Cwm, LLC in Bingham Farms, MI and has over 27 years of experience in the finance industry. Timothy Bearden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Bingham Farms, MI May 2004 - Current 12
Stonebridge Financial Partners, LLC Bingham Farms, MI Feb 2005 - Dec 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
Contact Info for Timothy N. Bearden
Phone Number: 402-330-0808
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    3,126
    MILLIONS
  • Total Number of Accounts
    14,804
    ACCOUNTS
  • Average Account Value
    $211,177
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
  • Selection of other advisers (including private fund managers)
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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