Best Investors Account Sign in
Inactive

Luke Lamar

Timothy Financial Counsel, Inc.

Wheaton, IL

CRD 6647273

Claim This Profile
Employer firm

Timothy Financial Counsel, Inc. CRD 123037

1,007 advisory clients

Reported services (Item 5G)

  • Financial planning

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

Current Employers
Timothy Financial Counsel, Inc.

104 E. Roosevelt Road Suite 200, Wheaton, IL 60187 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-05-29
  • IL RA
    APPROVED
    Since 2020-05-29

Branch Locations

104 E. Roosevelt Road Suite 200, Wheaton, IL 60187 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Timothy Financial Counsel Wheaton IL 05/2020 Present
First Trust Wheaton IL 04/2016 05/2020
  • 05/2020 → Present
    Timothy Financial Counsel
    Wheaton, IL
  • 04/2016 → 05/2020
    First Trust
    Wheaton, IL
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

BOOSTER ASSET MANAGEMENT, LLC
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE ASSET MANAGEMENT, LLC

Nearby Investors

CORY JOHN GREBE
ALLAN CURTIS PARLIER
JASON MICHAEL CRUMP

Nearby Offices

BOOSTER ASSET MANAGEMENT, LLC · WHEATON, IL
BROOKSTONE WEALTH ADVISORS, LLC · WHEATON, IL
BROOKSTONE ASSET MANAGEMENT, LLC · WHEATON, IL

More in Wheaton, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor