T/r Financial Management Group, LLC

T/r Financial Management Group, LLC (CRD# 117102) is a financial advisory firm headquartered in Washington, DC. They manage $19,816,060 in 184 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    184
    ACCOUNTS
  • Average Account Value
    $107,696
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, GA, MA, MD, MI, MN, OR, TX, VA, WA, WI

Financial Advisors at T/r Financial Management Group, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Paul J. Kluskowski
CRD#: 4038794
Hastings, MN
93
Wealthminder
score

Paul Kluskowski (CRD# 4038794) is an Investment Advisor Representative working at T/r Financial Management Group, LLC in Hastings, MN and has over 17 years of experience in the finance industry.

2
Peter C. Timmons
CRD#: 1248803
Washington, DC
93
Wealthminder
score

Peter Timmons (CRD# 1248803) is an Investment Advisor Representative working at T/r Financial Management Group, LLC in Washington, DC and has over 33 years of experience in the finance industry.

3
Timothy C. Hendel
CRD#: 5888138
Hastings, MN
90
Wealthminder
score

Timothy Hendel (CRD# 5888138) is an Investment Advisor Representative working at T/r Financial Management Group, LLC in Hastings, MN and has over 6 years of experience in the finance industry.

4
Brian Whalen
CRD#: 6320388
Hastings, MN
88
Wealthminder
score

Brian Whalen (CRD# 6320388) is an Investment Advisor Representative working at T/r Financial Management Group, LLC in Hastings, MN and has over 3 years of experience in the finance industry.

5
Keith Gilbert
CRD#: 6265993
201 Tiffany Drive, Hastings, MN 55033
87
Wealthminder
score

Keith Gilbert (CRD# 6265993) is an Investment Advisor Representative working at T/r Financial Management Group, LLC in Hastings, MN and has 1 year of experience in the finance industry.

6
Thomas P. Mallen
CRD#: 4295090
Hastings, MN
83
Wealthminder
score

Thomas Mallen (CRD# 4295090) is an Investment Advisor Representative working at T/r Financial Management Group, LLC in Hastings, MN and has over 17 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.