Timothy Doehrmann (CRD# 4535635) is an Investment Advisor Representative working at Eagle Ridge Wealth Advisors in Morton, IL and has over 21 years of experience in the finance industry. Timothy Doehrmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4746685
Rp Zeigler Investment Services
CRD# 1047258
Robert W. Baird & Company Incorporated
CRD# 3039582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Ridge Wealth Advisors | Morton, IL | Jan 2009 - Current | 15 |
| Tim's Ace Hardware | Peoria, IL | Mar 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2002 |
- IL
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Total Assets Under Management31MILLIONS
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Total Number of Accounts112ACCOUNTS
-
Average Account Value$277,576
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
IL
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