Jeremy TimsCRD Number: 4259325
Current Firm: Silver Oak Securities, Inc.
Jeremy Tims (CRD# 4259325) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Sioux Falls, SD and has over 20 years of experience in the finance industry. Jeremy Tims 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.
Compass Financial Group, Inc.
Wells Fargo Clearing Services, LLC
|Tallgrass Wealth Management, Inc.||Sioux Falls, SD||Aug 2019 - Current||1|
|Silver Oak Securities, Inc.||Jackson, TN||Apr 2019 - Current||1|
|Purshe Kaplan Sterling Investments||Albany, NY||Mar 2016 - Apr 2019||3|
|Sutterfield Financial Group, Inc.||Sioux Falls, SD||Oct 2007 - Apr 2019||11|
|National Planning Corporation||Sioux Falls, SD||Oct 2007 - Mar 2016||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2000|
|S65||NASAA Investment Advisors Law Examination||Jul 2004|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management612MILLIONS
Total Number of Accounts5,414ACCOUNTS
Average Account Value$112,959
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Market timing services
AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, SC, SD, TN, TX, VA, WI
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