Timothy Hardy (CRD# 6932796) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Greenwood Village, CO and has over 5 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rick P Cline Agency, Dba All Access Insurance & 303 Insurance Br | Littleton, CO | Feb 2023 - Current | < 1 |
| Transamerica Financial Advisors, Inc. | Greenwood Village, CO | Mar 2018 - Current | 5 |
| World Financial Group, Inc. | Greenwood Village, CO | Mar 2016 - Current | 7 |
| Bristlecone Shooting,training, Amp; Retail Center | Lakewood, CO | Nov 2016 - Aug 2017 | < 1 |
| Boy Scouts Of America | Lakewood, CO | Feb 2015 - Oct 2016 | 1 |
| Northwest Pipe Company | Denver, CO | Jun 2014 - Feb 2015 | < 1 |
| Howard Payne University | Brownwood, TX | Aug 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2018 |
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- CO
- TX
-
Total Assets Under Management1,815MILLIONS
-
Total Number of Accounts59,659ACCOUNTS
-
Average Account Value$30,430
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
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
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.