Timothy Carl Stelling

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

• 11/2012 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 02/2024 → Present
  Coupeville High School
  Coupeville, WA
• 05/2025 → Present
  Lpl Financial Llc
  Coupeville, WA

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  Coupeville, WA
  Rockville, MD
• 2012-11-30 → 2021-04-01
  Grove Point Investments, Llc
  Long Beach, CA
  Coupeville, WA
• 2012-03-13 → 2012-11-30
  Woodbury Financial Services, Inc.
  Seattle, WA
  Renton, WA
  Seattle, WA

Other Businesses

1. 5/2025 - Stelling Financial Services - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location - Start Date 08/01/1994 - 100hrs/MTH 2. 5/2025 - Coupeville High School - Coach/ Sports/ Fitness - NOT INV REL - Coupeville, WA - Start Date 02/01/2024 - 60hrs/MTH 3. 5/2025 - fixed insurance products - Non-Variable Insurance - INV REL - At Reported Business Location - Start Date 08/01/1994 - 100hrs/MTH 4. 5/2025 - Stelling Financial Planning - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location - Start Date 05/01/2025 - 100hrs/MTH

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-02-15
• S63 Uniform Securities Agent State Law Examination
  1995-01-31

Other Names

• Tc Stelling