Timothy James Pipkens

Current Employers

Employment History

• 03/2015 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 06/2014 → Present
  Clear Strategy
  Howell, MI
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Brighton, MI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Brighton, MI

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Brighton, MI
  Rochester Hills, MI
• 2015-07-02 → 2019-03-01
  Questar Asset Management, Inc.
  Brighton, MI
  Minneapolis, MN

Other Businesses

1)CLEAR STRATEGY. POSITION: Insurance Agent. NATURE: Insurance Agent. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 07/24/2015 ADDRESS: 403 E GRAND RIVER AVE BRIGHTON, MI 48116 DESCRIPTION: Sale of fixed insurance products. 2)REAL ESTATE, LLC POSITION: Vice-President NATURE: Commercial Rental Property in Brighton, MI. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/19/2018 ADDRESS: 403 E GRAND RIVER AVE BRIGHTON, MI 48116, United States DESCRIPTION: Assisting in addressing needs both tenants and building 3)CLEAR STRATEGY POSITION: Investment Advisor Representative. NATURE: INVESTMENT ADVISER INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 07/24/2015 ADDRESS: 403 E GRAND RIVER AVE BRIGHTON, MI 48116, United States DESCRIPTION: INVESTMENT ADVISER REPRESENTATIVE 4)PEZZILLO FINANCIAL GROUP POSITION: Financial Advisor NATURE: S corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/20/2018 ADDRESS: 305 Barclay Circle Ste 1002, Rochester Hills MI 48307, United States DESCRIPTION: financial Advisor at a satellite office. Our main officeis with Clear strategy - brighton mi - we are working with an Insurance Only office (Pezzillo) - and offer financial, securities, and advisory services to these clients. the Insurance office wanted to keep the Pezzillo name for continuity, so we created a DBA for this office. 5)CLEAR STRATEGY - INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance agent Life and Health LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2017 ADDRESS: 403 E GRAND RIVER AVE, BRIGHTON MI 48116, United States DESCRIPTION: review life and health insurance for clients and prospective clients. Make recommendations as needed 6)STRATEGIC REAL ESTATE POSITION: owner NATURE: Owner of property. Rent office space to local businesses. this is an llc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 403 E GRAND RIVER AVE, BRIGHTON MI 48116, United States DESCRIPTION: maintain building for tenants collect rents 7) BENEFINANCIAL GROUP POSITION: Financial Advisor NATURE: llc INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/30/2020 ADDRESS: 305 Barclay Circle Ste 1002, Rochester Hills MI 48307, United States DESCRIPTION: This is an insurance only agent who has clients that he would like to make available sercurities / advisory services. I offer financial planning and recommendations to his clients, based on the best interest of the client. and service the contracts 8) CLEAR STRATEGY FINANCIAL POSITION: Financial Advisor NATURE: Clear Strategy Financial is the assumed name that all securities related business will be conducted. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/26/2023 ADDRESS: 403 E Grand River, Brighton MI 48116, United States DESCRIPTION: As a Financial Advisor, my duties include meeting with clients, reviewing existing accounts and providing investment recommendations and solutions.

Exams

• S66 Uniform Combined State Law Examination
  2015-07-01

Other Names

• Timothy James Pipkens