Tim Richard Huber

Current Employers

Employment History

• 10/2008 → 10/2024
  American Portfolios
  Fort Wayen, IN
• 01/2004 → 12/2022
  Physiotherapy Associates
  Fort Wayne, IN
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2016-08-17 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. PREFERRED FINANCIAL GROUP, INC. POSITION: OWNER NATURE: S-CORP INCOME TAX PREPARATION INSURANCE LIFE/HEALTH INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2023 ADDRESS: 11130 Coldwater Rd Ste 103 Fort Wayne IN 46845 DESCRIPTION: Manage staff, tax preparation, tax planning, and insurance sales 2. INSURANCE SALES POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2009 ADDRESS: 11130 Coldwater Rd Ste 103 Fort Wayne IN 46845 DESCRIPTION: Insurance Sales, Life, Long-term care 3. PREFERRED WEALTH MANAGEMENT POSITION: Owner NATURE: S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 6 START DATE: 01/01/2022 ADDRESS: 11130 Coldwater Rd Ste 103 Fort Wayne IN 46845 DESCRIPTION: Business management

Exams

• S66 Uniform Combined State Law Examination
  2016-08-16
• S63 Uniform Securities Agent State Law Examination
  2008-12-11

Designations

Other Names

• Tim Richard Huber