Timothy OberleyCRD Number: 5348077
Current Firm: Lasalle St. Investment Advisors, LLC
Timothy Oberley (CRD# 5348077) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Fort Wayne, IN and has over 9 years of experience in the finance industry.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Lasalle St. Securities, LLC||Elmhurst, IL||Jan 2013 - Current||4|
|Ohio National Financial Services||Cincinnati, OH||Jun 2007 - Current||10|
|Capital Insurance & Financial Services, LLC||Fort Wayne, IN||Mar 2001 - Current||16|
|Bank Of America, Na||Fort Wayne, IN||Jul 2010 - Nov 2012||2|
|Merrill Lynch, Pierce, Fenner & Smith Inc.||Fort Wayne, IN||Feb 2010 - Nov 2012||2|
|The O.n. Equity Sales Company||Cincinnati, OH||Jun 2007 - Feb 2010||2|
|Citizens Trust Mortgage Corp.||Fort Wayne, IN||Jan 1998 - May 2008||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
|S66||NASAA Uniform Combined State Law Examination||Mar 2010|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management874MILLIONS
Total Number of Accounts2,859ACCOUNTS
Average Account Value$305,680
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NE, NH, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI
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