Timothy J Mcdonald Cpa Cfp

Timothy J Mcdonald Cpa Cfp (CRD# 125211) is a financial advisory firm headquartered in Lake Barrington, IL. They manage $5,300,000 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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.


Financial Advisors at Timothy J Mcdonald Cpa Cfp
Showing 1 - 1 of 1 top financial advisors.
Timothy J. McDonald
CRD#: 2192967
22285 Pepper Rd #305, Lake Barrington, IL 60010

Timothy McDonald (CRD# 2192967) is an Investment Advisor Representative working at Timothy J Mcdonald Cpa Cfp in Lake Barrington, IL and has over 26 years of experience in the finance industry. Timothy McDonald 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.

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