Timothy Glenn Powell

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 12/1997 → 08/2023
  Horan Securities, Inc.
  Cincinnati, OH
• 03/2018 → 12/2018
  Hp Assets Llc
  Cincinnati, OH
• 08/2023 → Present
  Concentric Wealth Management
  Cincinnati, OH
• 08/2023 → 06/2025
  Avantax Insurance Agency, Llc
  Cincinnati, OH
• 08/2023 → 06/2025
  Avantax Advisory Services
  Cincinnati, OH
• 08/2023 → 06/2025
  Avantax Investment Services Inc.
  Cincinnati, OH
• 06/2025 → Present
  Lpl Financial, Llc
  Cincinnati, OH

Previous Registrations

• 2023-08-23 → 2025-06-09
  Avantax Advisory Services
  Cincinnati, OH
  Dallas, TX
• 2007-01-31 → 2023-08-21
  Horan Securities, Inc.
  West Chester, OH
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

1. Start Date:06/03/2025 - Concentric Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - Cincinnati, OH 45202 - 160 Hrs/Mth - 8 Hrs During Trading - time Spent: 90

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-03-21

Designations

• Certified Financial Planner

Other Names

• Timothy G Powell
• Tim Powell
• Timothy Powell
• Timothy Glenn Powell