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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-02 |
| MI | RA | APPROVED | 2020-02-12 |
Branch Locations
2750 Carpenter Rd Ste 7, Ann Arbor, MI 48108 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Timothy Roberts Consulting | Canton | MI | 11/2009 | 11/2016 |
| Minnesota Life | St. Paul | MN | 05/2016 | 08/2017 |
| Securian Financial Advisors Great Lakes | Novi | MI | 05/2016 | 08/2017 |
| Securian Financial Services Inc. | St. Paul | MN | 05/2016 | 08/2017 |
| Hd Vest Investment Services | Ypsilanti | MI | 09/2017 | 10/2018 |
| Timothy Roberts & Associates, Llc | Ypsilanti | MI | 11/2016 | 10/2018 |
| Fresh Start Church | Ypsilanti | MI | 10/2014 | 10/2018 |
| Hd Vest Advisory Services | Ypsilanti | MI | 09/2017 | 10/2018 |
| Berthel Fisher & Company Financial Services, Inc. | Ypsilanti | MI | 10/2018 | 11/2019 |
| Bfc Planning, Inc. | Ypsilanti | MI | 10/2018 | 11/2019 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 02/2020 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2020 | Present |
| Tra Tax Services Dba For Timothy Roberts & Associates | Ypsilanti | MI | 11/2016 | Present |
1)TRA TAX SERVICES DBA FOR TIMOTHY ROBERTS & ASSOCIATES, NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED LOCATION, PROVIDE TAX PREPARATION, BOOKKEEPING, ACCOUNTING SERVICES TO INDIVIDUALS, SMALL BUSINESSES AND PARTNERSHIPS, OWNER, SINCE 11/2016, 20H/WEEK. 2)TIMOTHY ROBERTS & ASSOCIATES LLC, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED LOCATION, DBA FOR INVESTMENT SERVICES/WEALTH MANAGEMENT, OWNER, SINCE 09/2016, 25H/WEEK. 3)ROBERT VENTOUR, NOT INVESTMENT RELATED, YPSILANTI, MICHIGAN, MUSIC DIRECTOR AND MUSICIAN, PROVIDE OVERSIGHT AND DEVELOPMENT OF THE MUSIC DEPARTMENT WITHIN CHURCH MINISTRIES, SINCE 06/1984, 7H/WEEK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-25 |
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