Timothy James Obendorf

Employer firm

Steward Advisors, LLC CRD 156331

$161M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 03/2011 → Present
  Steward Advisors, Llc
  Chicago, IL

Previous Registrations

• 2009-05-21 → 2011-03-14
  Evanston Advisors
  Schaumburg, IL

Other Businesses

McLennan Property Management Company; Not investment-related; Business is located at 25 N. Northwest Hwy, Park Ridge, IL 60068; Nature of business is management of commercial and industrial properties in the Chicago area; Tim is a 25% minority owner and his role is strictly limited to ownership and board governance; Ownership began 2011; 5 hours devoted per month; 0 hours devoted during trading hours; No active duties

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-07

Designations

• Certified Financial Planner

Other Names

• Timothy J Obendorf