Timothy Stasinoulias, RFC®
Wales, Wisconsin, 53183
My Location
Background Information
Years of Financial Experience
- 21
Education
- University of Wisconsin-Milwaukee (BS-Criminal Justice)
Certifications and Designations
- RFC®
Association Memberships
- IARFC
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- TD Ameritrade Institutional
- Schwab Institutional
- Curian Capital
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
- Other
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them annually
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 2512733
- Securities Registrations: Series 65
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Registered Investment Advisor: Aegis Wealth Advisors, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, Estate, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- Mutual Funds, Securities, Commodities, REITs
Insurance Products
- Life, Fixed Annuity, Long-Term Care, Disability Income, Business
Visit Website - http://www.aegiswealthadvisors.com
