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Timothy Melvin Olmstead

34 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
343 clients
Average Client Portfolio
$662K average
Assets Under Management
$227.1M

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $1.0M1.50%
$1M+1.25%

Fees are negotiable. There is an additional investment management fee of 0.20% of assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

855 East Golf Road, Suite 2128, Arlington Hights, IL, 60005

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Timothy is involved with three entities: Signature Advisors Group Ltd. (investment related), Signature Brokerage Services Ltd. (traditional insurance products), and Signature Financial Services Ltd. (investment advisory services).

Employment History
Current Registrations
Signature Financial Services, LTD
September 2010 - Present · 15 yrs 5 mos
First Heartland Capital, INC.Broker
September 2001 - Present · 24 yrs 5 mos
Previous Registrations
Mutual Service CorporationBroker
August 1998 - March 2001 · 2 yrs 7 mos
MML Investors Services, INC.Broker
May 1990 - August 1996 · 6 yrs 3 mos
Pruco Securities CorporationBroker
August 1988 - May 1990 · 1 yr 9 mos
The Prudential Insurance Company of AmericaBroker
August 1988 - May 1990 · 1 yr 9 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.