Claim Profile
KV

Kara Beth Vance

TIMOTHY FINANCIAL COUNSEL, INC.·WHEATON, Illinois
Unclaimed Profile
104 E. ROOSEVELT ROAD, WHEATON, IL 60187CRD# 5884759Firm CRD# 123037
01

About

Kara Beth Vance is a registered financial advisor based in WHEATON, Illinois, affiliated with TIMOTHY FINANCIAL COUNSEL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
03

Firm Overview

Firm
TIMOTHY FINANCIAL COUNSEL, INC.
TIMOTHY FINANCIAL COUNSEL, INC.
AUM
Regulatory assets under management
Employees
17
Total firm employees
Services
Financial planning
04

Background

Compensation
Hourly charges
Subscription fees
Other: FEES FOR EDUCATION WORKSHOPS
Regulatory
SEC/IARD CRD# 5884759
Firm CRD# 123037
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WHEATON?

Browse all registered financial advisors in WHEATON, Illinois or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kara Beth Vance offer?
Kara Beth Vance specializes in Financial Planning. Contact their office in WHEATON, Illinois for a consultation.
What are Kara Beth Vance's credentials?
Kara Beth Vance is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kara Beth Vance located?
Kara Beth Vance is based in WHEATON, Illinois, working with TIMOTHY FINANCIAL COUNSEL, INC.. Their office serves clients in the WHEATON metropolitan area and surrounding communities.
How does Kara Beth Vance charge for services?
Kara Beth Vance's firm is compensated through hourly charges, subscription fees, other: fees for education workshops. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TIMOTHY FINANCIAL COUNSEL, INC.?
TIMOTHY FINANCIAL COUNSEL, INC. has approximately 17 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty