Unclaimed Profile

Timothy Christian Perryman

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC·SKOKIE, Illinois

SIE, Series 6, Series 7, Series 24, Series 63, Series 66CFPClean record21 years registeredMIRRETTI PERRYMAN WEALTH STRATEGIES, LLC

4711 W GOLF ROAD, SKOKIE, IL 60076CRD# 4401313Firm CRD# 319408

Profile Verification

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

Identity

Timothy Christian Perryman · SKOKIE, IL

Registration

CRD #4401313 · MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC · 21 years registered

Brand Profile

Not yet started

Career History

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC

Apr 2022 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Mar 2016 – May 2022

SKOKIE, IL

THRIVENT INVESTMENT MANAGEMENT INC.

Jul 2005 – Mar 2016

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · July 13, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC

CRD 319408 · SEC 801-123711

AUM

$129M

Regulatory assets under management

Employees

525 client accounts

Services offered by MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Christian Perryman offer?

Timothy Christian Perryman specializes in Financial Planning, Investment Management. Contact their office in SKOKIE, Illinois for a consultation.

What are Timothy Christian Perryman's credentials?

Timothy Christian Perryman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Timothy Christian Perryman located?

Timothy Christian Perryman is based in SKOKIE, Illinois, working with MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC. Their office serves clients in the SKOKIE metropolitan area and surrounding communities.

How does Timothy Christian Perryman charge for services?

Timothy Christian Perryman's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC?

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC has approximately 4 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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