Timothy Streid (CRD# 1968211) is an Investment Advisor Representative working at Macro Wealth Management, Inc. in Lake Forest, IL and has over 32 years of experience in the finance industry.
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 2424715
Mesirow Financial Investment Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Designs, Inc. | Peoria, IL | Feb 2002 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1991 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2007 |
- IL
- TX
- WA
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts21ACCOUNTS
-
Average Account Value$221,352
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
IL, TX, WA
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