Timberchase Financial, LLC

Timberchase Financial, LLC (CRD# 131205) is a financial advisory firm headquartered in Birmingham, AL. They manage $70,900,000 in 427 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    427
    ACCOUNTS
  • Average Account Value
    $166,042
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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.

AL, TX

Financial Advisors at Timberchase Financial, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Bryan D. Hancock
CRD#: 4784725
1211 Edenton Street, Birmingham, AL 35242
90
Wealthminder
score

Bryan Hancock (CRD# 4784725) is an Investment Advisor Representative working at Timberchase Financial, LLC in Birmingham, AL and has 1 year of experience in the finance industry. Bryan Hancock 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.

2
Katie A. Lenz
CRD#: 5673717
1211 Edenton Street, Birmingham, AL 35242
90
Wealthminder
score

Katie Lenz (CRD# 5673717) is an Investment Advisor Representative working at Timberchase Financial, LLC in Birmingham, AL and has 1 year of experience in the finance industry. Katie Lenz 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.

3
Kristen E. Shaw
CRD#: 6006296
1211 Edenton Street, Birmingham, AL 35242
90
Wealthminder
score

Kristen Shaw (CRD# 6006296) is an Investment Advisor Representative working at Timberchase Financial, LLC in Birmingham, AL and has over 4 years of experience in the finance industry.

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