Timothy Fries, financial advisor Chippewa Falls WI

Timothy Fries

CRD Number: 2507553
Current Firm: Raymond James Financial Services Advisors, Inc.

Timothy Fries (CRD# 2507553) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chippewa Falls, WI and has over 29 years of experience in the finance industry. Timothy Fries 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
Fries Insurance Services, LLC Chippewa Falls, WI Oct 2018 - Current 5
Raymond James Financial Services Advisors, Inc. Chippewa Falls, WI Jan 2009 - Current 15
Fries Financial Group LLC Chippewa Falls, WI Dec 2004 - Current 19
Raymond James Financial Services Chippewa Falls, WI Dec 2004 - Current 19
Fries Financial Group LLC Chippewa Falls, WI Dec 2004 - Current 19
Koin, LLC Chippewa Falls, WI Jan 2015 - Dec 2018 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1994
Contact Info for Timothy M. Fries
Phone Number: 727-567-3020
Registered State(s):
  • FL
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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