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Terry William Timm

THRIVENT FINANCIAL FOR LUTHERANS·MINNEAPOLIS, Minnesota
THRIVENT FINANCIAL FOR LUTHERANS
625 FOURTH AVENUE SOUTH, MINNEAPOLIS, MN 55415-1665CRD# 4112286Firm CRD# 115785

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terry William Timm · MINNEAPOLIS, MN
Registration
CRD #4112286 · THRIVENT FINANCIAL FOR LUTHERANS
Brand Profile
Not yet started
Disclosure history
6 disclosures on file · See FINRA BrokerCheck for full record
01

About

Terry William Timm is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with THRIVENT FINANCIAL FOR LUTHERANS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
THRIVENT FINANCIAL FOR LUTHERANS
THRIVENT FINANCIAL FOR LUTHERANS
AUM
$121.6B
Regulatory assets under management
Employees
4167
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4112286
Firm CRD# 115785
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Terry William Timm offer?
Terry William Timm specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Terry William Timm's credentials?
Terry William Timm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terry William Timm located?
Terry William Timm is based in MINNEAPOLIS, Minnesota, working with THRIVENT FINANCIAL FOR LUTHERANS. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Terry William Timm charge for services?
Terry William Timm's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THRIVENT FINANCIAL FOR LUTHERANS?
THRIVENT FINANCIAL FOR LUTHERANS has approximately 4167 employees and manages $121.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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