TG
TG

Timothy Dean Griffith

24 Years of Experience
Areas of Practice
Investment ManagementHigh Net WorthRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
718 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$772.6M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

13548 Zubrick Road, Roanoke, IN, 46783

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Timothy owns Sher-Footed Farm LLC, a private farm, spending a few hours per week on it without compensation. He also owns two rental properties in Seattle, receiving approximately $50,000/year from each and dedicating about 10-20% of his time to managing them.

Employment History
Current Registrations
Org Partners
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Wealthshield Partners, LLC
December 2020 - July 2021 · 7 mos
Schmidt Financial Group, INC.
April 2002 - July 2020 · 18 yrs 3 mos
Financial Network Investment Corporation
February 2001 - April 2003 · 2 yrs 2 mos
State Registrations2 states
VTWA
Advisor
Exams
No exam information available for this advisor.