Timothy Quinn (CRD# 2905230) is an Investment Advisor Representative working at Quinn Financial Planning, LLC in Orland Park, IL and has over 26 years of experience in the finance industry. Timothy Quinn 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# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gt Tax & Business Services, LLC | Oak Lawn, IL | Nov 2015 - Current | 8 |
| Quinn Financial Planning, LLC | Chicago, IL | Jul 2009 - Current | 14 |
| Bansley And Kigner, LLP | Chicago, IL | Dec 1994 - Oct 2015 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1997 |
- AZ
- IL
-
Total Assets Under Management74MILLIONS
-
Total Number of Accounts285ACCOUNTS
-
Average Account Value$258,675
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, FL, IL
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