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 16 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 32 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 5 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 2 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 15 years of experience in the finance industry.

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