Timothy Obendorf
CRD Number: 3154295Current Firm: Steward Advisors, LLC
Compensation Model: Fee Only
Timothy Obendorf (CRD# 3154295) founded Steward Advisors in 2011 and has 28 years of experience in the finance industry. Tim started his career as a commercial and investment banker where he worked with businesses to solve complex financial problems. Often these solutions involved coordinating financial, accounting, legal and business strategy expertise. Tim then used those skills to help The ServiceMaster Company with strategic financial planning and capital markets transactions. As a member of ServiceMaster’s 401k oversight committee, Tim became passionate about helping individuals and families prepare for their financial futures.
For the past 9 years, Tim has worked with high net worth families, helping them make wise financial choices. Tim finds great satisfaction helping clients connect their financial decisions to their personal and family values. He understands that good advice begins with building a relationship founded on trust. Tim loves helping clients succeed and building friendships along the way.
Tim is a graduate of Wheaton College, where he earned his BA in economics and business, and of Northwestern University’s Kellogg Graduate School of Management. He is a Registered Investment Advisor Representative and a Certified Financial PlannerTM professional.
Tim lives in Chciago with his wife Becky and his two daughters. Tim is active in his church where he has presented financial workshops. In addition, Tim is Chairman of the Board of International Teams. Tim also is on the board of directors of the DuPage County Estate Planning Council and is active in the Chicago chapter of the Barnabas Group.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Advisors, LLC | Chicago, IL | Mar 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2007 |
- IL
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Total Assets Under Management132MILLIONS
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Total Number of Accounts323ACCOUNTS
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Average Account Value$410,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IL
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