Timothy Barnum (CRD# 2093736) is an Investment Advisor Representative working at Sequent Planning, LLC in Louisville, KY and has over 32 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sequent Planning, LLC | Louisville, KY | Dec 2022 - Current | 1 |
| Executive Transportation | Louisville, KY | May 2015 - Current | 8 |
| American Capital Management, Inc. | New Albany, IN | Aug 2015 - Dec 2022 | 7 |
| Telepherformance | Louisville, KY | Jun 2021 - Aug 2021 | < 1 |
| American Equity Investment Corporation | New Albany, IN | Jul 2015 - Dec 2020 | 5 |
| Fmm-media | Louisville, KY | Feb 2012 - Jun 2016 | 4 |
| Thurston Springer Miller Herd & Titak, Inc. | Louisville, KY | Mar 2015 - Jun 2015 | < 1 |
| Thurston Springer Miller Herd & Titak, Inc. | Louisville, KY | Feb 2015 - Jun 2015 | < 1 |
| National Life Group | Louisville, KY | Nov 2013 - Feb 2015 | 1 |
| Ohio National Life Insurance | Louisville, KY | Feb 2013 - Feb 2015 | 2 |
| Girard Securities,inc. | San Diego, CA | Feb 2012 - Feb 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
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Total Assets Under Management373MILLIONS
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Total Number of Accounts4,279ACCOUNTS
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Average Account Value$87,272
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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