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Mark Timothy Berg

Timothy Financial Counsel, Inc.

Wheaton, IL

CRD 2724564

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Employer firm

Timothy Financial Counsel, Inc. CRD 123037

1,007 advisory clients

Reported services (Item 5G)

  • Financial planning

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

Current Employers
Timothy Financial Counsel, Inc.

104 E. Roosevelt Road Suite 200, Wheaton, IL 60187 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-01-03
TX RA APPROVED_RES 2015-10-14
  • IL RA
    APPROVED
    Since 2023-01-03
  • TX RA
    APPROVED_RES
    Since 2015-10-14

Branch Locations

104 E. Roosevelt Road Suite 200, Wheaton, IL 60187 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Timothy Financial Counsel, Inc Wheaton IL 10/2000 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-03-07
  • S65 Uniform Investment Adviser Law Examination
    1996-03-07
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

CORY JOHN GREBE
ALLAN CURTIS PARLIER
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Nearby Offices

BOOSTER ASSET MANAGEMENT, LLC · WHEATON, IL
BROOKSTONE WEALTH ADVISORS, LLC · WHEATON, IL
BROOKSTONE ASSET MANAGEMENT, LLC · WHEATON, IL

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