Timothy ThiemeCRD Number: 5996774
Current Firm: Strategic Financial Group, LLC
Timothy Thieme (CRD# 5996774) is an Investment Advisor Representative working at Strategic Financial Group, LLC in Lafayette, IN and has over 5 years of experience in the finance industry.
Prudential Financial Planning Services
Strategic Financial Group, LLC
Advice And Planning Services
|Strategic Financial Group||Lafayette, IN||Oct 2011 - Current||6|
|Sii Investments||Lafayette, IN||Nov 2011 - Dec 2016||5|
|Purdue University||West Lafayette, IN||Aug 2007 - Dec 2011||4|
|Jeff Onken State Farm Ins||Lafayette, IN||Oct 2010 - Oct 2011||1|
|Lafayette Centeral Catholic||Lafayette, IN||Aug 2007 - Oct 2011||4|
|Lafayette Parks Dept||Lafayette, IN||May 2007 - Oct 2011||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2012|
|S65||NASAA Investment Advisors Law Examination||Apr 2012|
Total Assets Under Management589MILLIONS
Total Number of Accounts2,853ACCOUNTS
Average Account Value$206,530
- 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
- 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
AZ, CA, CO, FL, GA, IL, IN, MI, MO, NC, NJ, NY, OH, PA, TX, WI
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