Timothy Joseph Dougherty

Employer firm

Mcf Advisors, LLC CRD 130372

$4.68B regulatory AUM 2 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2013 → 07/2018
  Fidelity Brokerage Services Llc
  Covington, KY
• 07/2018 → 01/2022
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 02/2022 → 02/2026
  Wealth Planning Corporation
  Cincinnati, OH
• 02/2026 → Present
  Mcf Advisors, Llc
  Cincinnati, OH

Previous Registrations

• 2018-07-13 → 2022-01-11
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-03-12 → 2018-07-13
  Strategic Advisers Llc
  Covington, KY

Exams

• S66 Uniform Combined State Law Examination
  2015-03-06
• S63 Uniform Securities Agent State Law Examination
  2014-03-26

Designations

• Certified Financial Planner