Timothy Michael Mclaughlin

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 10/2015 → 11/2016
  Wells Fargo Advisors Llc.
  Westlake, OH
• 11/2016 → 11/2021
  Wells Fargo Clearing Services, Llc
  Westlake, OH
• 11/2021 → Present
  Kestra Investment Services, Llc
  Grafton, OH
• 11/2021 → Present
  Kestra Advisory Services, Llc
  Grafton, OH

Previous Registrations

• 2015-10-06 → 2021-11-22
  Wells Fargo Clearing Services, Llc
  Westlake, OH
  Westlake, OH
  Cleveland, OH
• 2009-10-05 → 2015-10-14
  Ameriprise Financial Services, Llc
  Westlake, OH
  Pepper Pike, OH
  Westlake, OH
• 2009-03-19 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Westlake, OH
• 2004-09-01 → 2009-04-02
  Citigroup Global Markets Inc.
  Westlake, OH
  Westlake, OH
• 2003-01-02 → 2004-09-01
  Wells Fargo Clearing Services, Llc
  Amherst Township, OH

Other Businesses

KESTRA ADVISORY SERVICES LLC POSITION: financial advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/15/2021 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: registered rep for Kestra advisory services MURRAY RIDGE HOUSING CORPORATION POSITION: Board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 10/01/2015 ADDRESS: 9740 Murray Ridge rd, Elyria OH 44035 DESCRIPTION: Help with management and aquisition of properties WHITE PINES WEALTH MANAGEMENT POSITION: financial advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/15/2021 ADDRESS: 17760 Vermont st, Grafton OH 44044 DESCRIPTION: provide investment and financial planning advice as a registered rep of Kestra

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-25
• S63 Uniform Securities Agent State Law Examination
  1995-05-23

Designations

• Certified Financial Planner

Other Names

• Timothy Michael Laughlin Mc