Unclaimed Profile

Timothy Thomas Feldheim

ATHENA ADVISOR SERVICES, LLC·DES PLAINES, Illinois

SIE, Series 7, Series 24, Series 31, Series 63, Series 6619 years registeredATHENA ADVISOR SERVICES, LLC

688 LEE STREET, DES PLAINES, IL 60016CRD# 4751474Firm CRD# 150960

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Thomas Feldheim · DES PLAINES, IL

Registration

CRD #4751474 · ATHENA ADVISOR SERVICES, LLC · 19 years registered

Brand Profile

Not yet started

Career History

IHT WEALTH MANAGEMENT LLC

Dec 2020 – present

LPL FINANCIAL LLC

Nov 2007 – present

SHERIDAN ROAD

Sep 2018 – Dec 2020

NORTHBROOK, IL

INDEPENDENT FINANCIAL PARTNERS

Jun 2014 – Dec 2018

Northbrook, IL

EDWARD JONES

Jan 2007 – Oct 2007

OAK PARK, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 66

Registration record

First registered · January 29, 2007

Years registered · 19

Disclosure History

2005Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ATHENA ADVISOR SERVICES, LLC

CRD 150960 · SEC 801-77522

AUM

$45M

Regulatory assets under management

Employees

507 client accounts

Services offered by ATHENA ADVISOR SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ATHENA ADVISOR SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Thomas Feldheim offer?

Timothy Thomas Feldheim specializes in Financial Planning, Investment Management. Contact their office in DES PLAINES, Illinois for a consultation.

What are Timothy Thomas Feldheim's credentials?

Timothy Thomas Feldheim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Thomas Feldheim located?

Timothy Thomas Feldheim is based in DES PLAINES, Illinois, working with ATHENA ADVISOR SERVICES, LLC. Their office serves clients in the DES PLAINES metropolitan area and surrounding communities.

How does Timothy Thomas Feldheim charge for services?

Timothy Thomas Feldheim's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ATHENA ADVISOR SERVICES, LLC?

ATHENA ADVISOR SERVICES, LLC has approximately 5 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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