Timothy Minert (CRD# 1630657) is an Investment Advisor Representative working at Capital Asset Advisors LLC in Phoenix, AZ and has over 37 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Asset Advisors LLC | Phoenix, AZ | Jan 2018 - Current | 6 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2005 - Aug 2018 | 13 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Dec 2001 - Aug 2018 | 16 |
| Fetter Logic | Phoenix, AZ | Nov 2013 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1987 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2000 |
- AZ
- TX
-
Total Assets Under Management36MILLIONS
-
Total Number of Accounts156ACCOUNTS
-
Average Account Value$229,617
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, TX
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