Timothy Thieme, financial advisor Lafayette IN
90 score

Timothy Thieme

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Sii Investments Lafayette, IN Nov 2011 - Current 5
Strategic Financial Group Lafayette, IN Oct 2011 - Current 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
Ivy Tech Com. College Lafayette, IN Jan 2007 - Jun 2007 < 1
Von Tobel Lumber Lafayette, IN Jan 2007 - Jun 2007 < 1
University Of Francis Fort Wayne, IN Aug 2006 - Dec 2006 < 1
Cutco Cutlery Lafayette, IN Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for Timothy J. Thieme
Phone Number: 219-736-8902
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    545
    MILLIONS
  • Total Number of Accounts
    2,758
    ACCOUNTS
  • Average Account Value
    $197,572
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
Types of Clients
Registered States

AZ, CA, FL, GA, IL, IN, MI, MO, NC, OH, PA, TX, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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