Timothy Matthew Fries

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 12/2004 → Present
  Raymond James Financial Services
  Chippewa Falls, WI
• 12/2004 → Present
  Fries Financial Group Llc
  Chippewa Falls, WI
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Chippewa Falls, WI
• 01/2015 → 12/2018
  Koin, Llc
  Chippewa Falls, WI
• 10/2018 → Present
  Fries Insurance Services, Llc
  Chippewa Falls, WI
• 12/2004 → Present
  Fries Financial Group Llc
  Chippewa Falls, WI

Other Businesses

(1)Name of Business: FFG Properties, LLC Address: 11 E Central St, Chippewa Falls, WI, 54729, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of the building out of which Fries Financial Group, LLC operates (2)Name of Business: Fries Financial Group LLC Address: 11 E Central St, Chippewa Falls, WI, 54729, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/08/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Proprietor/OwnerManage businessFinancial Advice (3)Name of Business: Joint Review Board - City of Chippewa Falls Address: 30 W Central Street, Chippewa Falls, WI, 54729, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 01/02/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-12-07

Designations

• Certified Financial Planner