TIMOTHY FINANCIAL COUNSEL, INC.
Latest filing: May 08, 2025 (113 days ago)
AUM
$0
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
18
6% change vs. 1 year ago
12% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
WHEATON, IL
104 E. ROOSEVELT ROAD, WHEATON, IL, UNITED STATES, 60187
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.0 |
| Total | $0.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
8 active
| Name | Title |
|---|---|
| BERG, MARK, TIMOTHY | CHIEF EXECUTIVE OFFICER |
| TAUSSIG, HOAN, SIEU | PRINCIPAL |
| THRASHER, MICHAEL, SCOTT | PRINCIPAL AND LEAD ADVISOR |
| WILDMAN, BRIAN, JAMES | PRESIDENT, CHIEF COMPLIANCE OFFICER |
| VANCE, KARA, BETH | PRINCIPAL AND LEAD ADVISOR |
| FRERICHS, JACOB | PRINCIPAL AND LEAD ADVISOR |
| NEWBY, LYDIA | PRINCIPAL AND FINANCIAL ADVISOR |
ADVDB.CO • SOURCE: SEC
Representatives
16 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| HOAN TAUSSIG | WHEATON | IL | CERTIFIED FINANCIAL PLANNER | ||||||
| CHARIS ELLIS | WHEATON | IL | S66|2015-03-30 | ||||||
| JACOB FRERICHS | WHEATON | IL | S65|2018-09-10 | CERTIFIED FINANCIAL PLANNER | |||||
| LUKE LAMAR | WHEATON | IL | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | ||||||
| LYDIA NEWBY | WHEATON | IL | S65|2017-06-22 | CERTIFIED FINANCIAL PLANNER | |||||
| ANDREW LINDQUIST | WHEATON | IL | S65|2021-03-29 | ||||||
| AARON DEEKE | WHEATON | IL | S65|2021-12-21 | CERTIFIED FINANCIAL PLANNER | |||||
| ANDREW SWIERENGA | WHEATON | IL | S65|2023-01-30 | ||||||
| GREGORY BRICKNELL | WHEATON | IL | S65|2023-09-15 | ||||||
| MICHAEL THRASHER | WHEATON | IL | S65|2016-07-01 | CERTIFIED FINANCIAL PLANNER | |||||
| JOSHUA HENDERSON | WHEATON | IL | S65|2022-06-06 | CERTIFIED FINANCIAL PLANNER | |||||
| MARK BERG | WHEATON | IL | S65|1996-03-07 | CERTIFIED FINANCIAL PLANNER | |||||
| KARA VANCE | WHEATON | IL | S65|2011-05-23 | CERTIFIED FINANCIAL PLANNER | |||||
| BRIAN WILDMAN | WHEATON | IL | S63|1999-05-07|S65|2019-07-30 | ||||||
| SAMUEL OGLES | WHEATON | IL | S66|2020-07-08 | ||||||
| JOHN MCHENNEY | WHEATON | IL | S63|2018-03-12|S66|2021-11-16 | CHARTERED FINANCIAL ANALYST | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.0 | $0.0 | 0% | 18 | 0 | 0% |
| 2025-04-21 | $0.0 | $0.0 | 0% | 18 | 0 | 0% |
| 2024-04-02 | $0.0 | $0.0 | 0% | 17 | 1 | 6% |
| 2023-04-04 | $0.0 | $0.0 | 0% | 17 | 1 | 6% |
| 2022-04-01 | $0.0 | $0.0 | 0% | 16 | 2 | 12% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| IL, AZ-02/14/2022, CA-02/14/2022, CO-02/14/2022, FL-02/14/2022, GA-10/25/2024, HI-01/24/2024, IL-02/14/2022, IN-10/25/2023, LA-02/14/2022, MA-01/24/2024, MI-02/14/2022, MN-02/14/2022, MO-02/14/2022, NC-02/14/2023, NE-02/14/2023, NJ-02/14/2023, NY-02/14/2022, OH-02/14/2022, TN-10/25/2024, TX-02/14/2022, VA-02/14/2022, WI-02/14/2022 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV