Timothy Mahoney Archard

Employer firm

The Pinnacle Financial Group CRD 164395

$1.38B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → 02/2018
  American Funds
  Indianapolis, IN
• 07/2015 → 09/2017
  Capital Group Companies
  Indianapolis, IN
• 02/2018 → 04/2020
  American Funds
  Indianapolis, IN
• 04/2020 → 10/2020
  American Funds
  Indianapolis, IN
• 01/2021 → Present
  Nfp Retirement, Inc.
  Aliso Viejo, CA

Previous Registrations

• 2021-01-06 → 2024-08-09
  Wealthspire Retirement Advisory
  Cleveland, OH
  Aliso Viejo, CA
  West Greenwich, RI

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-08-26
• S65 Uniform Investment Adviser Law Examination
  2021-09-28

Designations

• Chartered Financial Analyst

Other Names

• Timothy Archard