Timothy Lee Minert

Current Employers

Employment History

• 12/2001 → 08/2018
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2005 → 08/2018
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 01/2018 → Present
  Capital Asset Advisors Llc
  Phoenix, AZ

Previous Registrations

• 2018-01-17 → 2018-08-09
  Cambridge Investment Research Advisors, Inc.
  Phoenix, AZ
• 2016-02-10 → 2017-12-31
  Cambridge Investment Research Advisors, Inc.
  Phoenix, AZ
• 2005-03-28 → 2008-12-31
  Cambridge Investment Research Advisors, Inc.
  Phoenix, AZ
• 2005-03-03 → 2005-03-28
  Cambridge Investment Research, Inc.
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Phoenix, AZ
  Phoenix, AZ
  Fort Worth, TX

Other Businesses

1)MINERT ANGUS RANCH, BOX 68, DUNNING, NE 68833. BEGAN 3/1/09 RAISING CATTLE. DEVOTES 40 HRS/YR, NONE DURING TRADE. 2)MINERT FINANCIAL, 2850 E CAMELBACK, STE 200, 12/2008 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 3 HR/MO - 1/TRADING. 3)REDHEAD CONSULTANTS- PUSH-BUTTON SOLUTIONS/ ADVISOR VIRTUAL PRO. PHOENIX, AZ. STARTED 12/2005 AS OWNER-PRESIDENT. CONSULTING FOR ADVISORS ON PRACTICE MANAGEMENT, TECHNOLOGY FIRMS, BROKER DEALERS AND CUSTODIANS. NIR - 30/WK, 4/TRADING. 4)MINERT GROUP LLC, 7121 N 79TH ST, SCOTTSDALE, AZ, 10/2016 AS CO-OWNER OF LLC FOR MARKETING BOOK WRITTEN BY WIFE AND RENTING ROOMS THROUGH AIRBNB. NIR - 3 HR/WK - 0/TRADING. 5)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20 HR/MO - 15/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 6)CAPITAL ASSET ADVISORS LLC, 2850 E CAMELBACK, STE 200, PHOENIX, AZ, 1/2018 AS ADVISORY REP OF A RIA. INV REL - 35/WK - 3/TRADING. 7)Timothy Lee Minert is the owner of Minert Group Consulting -Advisor Virtual Pro, Redhead Consultants, Advisor Virtual Pro. His duties include consulting in regard to FinTech Financial Technology to advisors, institutions, other technology systems. Primarily user adoption and business development and best practices. Additionally, support for staffing training for financial advisors. He devotes 50 hours to this business during trading hours and 20 outside of trading hours. 30% of his yearly compensation is expected to be derived from this business. 8)Timothy Lee Minert provides marketing support for Derail Diabetes. This business provides support for Type 1 and Type II Diabetics. His duties include support of wife Kim Minert's business to coach and help diabetics. Both Tim and Kim Minert are diabetics and have published book, cookbook and online magazine and training on this topic. He devotes 2 hours to this business during trading hours and 10 outside of trading hours. 1% of his yearly compensation is expected to be derived from this business. 9)Advisor Peak, Chief Revenue Officer, 1565 W. Hill Field Road, #103 Layton, UT 84041, Description of the business : Technology Trade Rebalancing Software, Responsibilities Duties : Sales and Marketing to Advisors, Start date with business : 11/02/2018, Hours devoted to business during trading hours : 40, Hours devoted to business outside trading hours : 60, Percentage of total yearly compensation expected to be derived from the business : 30.

Exams

• S66 Uniform Combined State Law Examination
  2000-06-22
• S63 Uniform Securities Agent State Law Examination
  1987-03-05

Other Names

• Timothy L Minert