Timothy John Newell

Current Employers

Employment History

• 07/1997 → 06/2018
  Proequities, Inc.
  Elmhurst, IL
• 12/2011 → Present
  Harvest Investment Services, Llc
  Oakbrook Terrace, IL
• 12/2021 → Present
  Envoy Advisory Inc.
  Colorado Springs, CO

Previous Registrations

• 1998-11-20 → 2018-07-03
  Concourse Financial Group Securities, Inc.
  Sycamore, IL
  Oakbrook Terrace, IL
  Schererville, IN
  Shorewood, IL
  Oakbrook, IL
  Loves Park, IL
  Elgin, IL
  Lansing, IL
  Davenport, IA
  Northbrook, IL
  Palos Hills, IL
  Elizabeth, CO
  Champaign, IL
  Lagrange, IL
  Otsego, MN
  Naperville, IL
  South Holland, IL

Other Businesses

(1)HARVEST FINANCIAL PLANNING, LLC POSITION: OWNER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: YES HOURS: 200 INVESTMENT RELATED HOURS: 160 START DATE: 01/01/2009 ADDRESS: 1 TRANS AM PLAZA DR, SUITE 230, OAKBROOK TERRACE IL 60181 DESCRIPTION: AS A CFP AND CEP, MEET WITH CLIENTS, GATHER INFORMATION AND PRESENT SOLUTIONS INCLUDING COMPREHENSIVE FINANCIAL AND ESTATE PLANNING. TRUST PREPARATION, TRUST ACCOUNTING AND TPA ACTIVITY IS COORDINATED THROUGH APPROPRIATE THIRD PARTIES AND ATTORNEYS AS NEEDED. PROVIDES INSURANCE SALES AND TAX PREPARATION. (2) TA OFFICE PROPERTIES, LLC POSITION: OWNER NATURE: OWN & MANAGE OFFICE CONDO INVESTMENT RELATED: NO HOURS: 5 INVESTMENT RELATED HOURS: 0 START DATE: 10/01/2008 ADDRESS: 1 TRANS AM PLAZA DR, SUITE 230, OAKBROOK TERRACE IL 60181 DESCRIPTION: REAL ESTATE MANAGER (3) TIM J NEWELL POSITION: OWNER NATURE: OWN RESIDENTIAL RE TO RENT INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 01/18/2013 ADDRESS: 1 TRANS AM PLAZA DR, STE 230, OAKBROOK TERRACE IL 60181 DESCRIPTION: OWN AND LEASE AN ADDITIONAL SINGLE FAMILY HOME.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-17
• S63 Uniform Securities Agent State Law Examination
  1991-11-18

Designations

Other Names

• Tim John Newell