Timothy Owen (CRD# 1570052) is an Investment Advisor Representative working at Edward Jones in Eau Claire, WI and has over 33 years of experience in the finance industry.
CRD# 1177018
Mckinley Money, LLC
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6621851
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Dec 2018 - Current | 5 |
| Menards Distribution Center | Eau Claire, WI | Sep 2018 - Oct 2018 | < 1 |
| Unemployed | Eau Claire, WI | May 2018 - Sep 2018 | < 1 |
| Group Health Cooperative | Altoona, WI | May 2018 - Jun 2018 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Feb 2017 - Apr 2018 | 1 |
| Northwestern Mutual Investment Services, LLC | Milwaukee, WI | Aug 1986 - Apr 2018 | 31 |
| Northwestern Mutual Life | Milwaukee, WI | May 1983 - Apr 2018 | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1990 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- WI
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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