Timothy Rose, financial advisor Minneapolis MN

Timothy Rose

CRD Number: 1005145
Current Firm: T. Rose & Associates, Inc.

Timothy Rose (CRD# 1005145) is an Investment Advisor Representative working at T. Rose & Associates, Inc. in Minneapolis, MN and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Berean Capital Incorporated Chicago, IL Oct 1997 - Current 26
Minnesota Business Capital Inc. Mpls, MN Mar 1996 - Current 28
United Daniels Capital Corporation Brooklyn, NY Apr 1995 - Current 28
T Rose Associates Roseville, MN Nov 1990 - Current 33
Strommen & Assoc Minneapolis, MN Jun 1986 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
S65 NASAA Investment Advisors Law Examination Feb 2017
Contact Info for Timothy M. Rose
Phone Number: 6123145629
Registered State(s):
  • MN
Current Firm Details
T. Rose & Associates, Inc.
Firm's CRD Number: 115253
By the Numbers
  • Total Assets Under Management
    34
    MILLIONS
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $2,277,419
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

MN

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