TimothyCreath- Financial Advisor Schaumburg, IL

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About Timothy Creath

I help you with your investment and insurance needs. I am an independent; I don't have any products or services that I have to sell. I don't charge for my time, or any of the reports that I do for you. Your agenda is my agenda. I look at my business as a relationship business, so I try to establish a mutually beneficial relationship with you so that we can work together through the years and make sure that your plans keep up with the changes in your life. I have been in the business for over 30 years and have 3 advanced designations in the industry, Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Qualified Kingdom Advisor (QKA).

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General Information

Firm Start Year

1991

No. of Employees

CRD#

2245517

Firm CRD#

152665

Insurance License#

1984994

Name of Broker/Dealer

Gradient Advisors, LLC

Name of Custodial Firm

Gradient Advisors, LLC

States Licensed in

IL, WI, FL,

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

I was in the US Navy for 20 years. I have been in the financial services industry since 1991. Financial Group.

Work with the following types of clients

Businesses, Investment Clubs, Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

None

Advisory Services Provided

Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Portfolio Management, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CLU^®, QKA, ChFC^®

Securities Licenses

Series 6, Series 63, Series 65

Insurance and Annuity Licenses

Annuity, Health, Life, Long Term Care, Disability

Financial Organization Memberships

Kingdom Advisors

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$3,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$5,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Flat Fee

Fee % Based on Assets

Hourly Rate

Flat Fee Rate

$750

Additional Details on Charges

I assist clients with fee-based accounts.

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

No charge

Education

BS Marketing - Marketing

Illinois Institute of Technology
Sep 1967 - June 1971

MS Telecommunications Management - Management

Naval Postgraduate School
June 1981 -March 1983

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Tim Creath offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), a SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. Creath Financial Services is not a registered advisor and is not an affiliate of Gradient Advisors, LLC. Insurance products and services are offered through Tim Creath, independent agent. Creath Financial Services, Tim Creath, and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1871306/paladinregistry-Creath-Financial-Services-detailed-disclosure.html

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Timothy Creath

Creath Financial Services