Timothy Naumann, financial advisor Plymouth MN

Timothy Naumann

CRD Number: 5725535
Current Firm: Venitage, LLC

Timothy Naumann (CRD# 5725535) is an Investment Advisor Representative working at Venitage, LLC in Plymouth, MN and has over 14 years of experience in the finance industry.

Similar Advisors
Kristi Andersen, financial advisor Plymouth MN
Kristi L. Andersen
CRD# 1682050
Osaic Wealth, Inc.
Similar Advisors
Chad Aaberg, financial advisor Plymouth MN
Chad D. Aaberg
CRD# 4618120
Thrivent Advisor Network, LLC
Similar Advisors
Eric Aanes, financial advisor Plymouth MN
Eric M. Aanes
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
Company Name Location Dates Years
Venitage, LLC Plymouth, MN Mar 2018 - Current 6
Platinum Management, LLC Minnetonka, MN Aug 2012 - Apr 2018 5
Sanford C. Bernstein & Company, LLC Minneapolis, MN Feb 2009 - Apr 2018 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2010
S65 NASAA Investment Advisors Law Examination Jul 2018
Contact Info for Timothy A. Naumann
Phone Number: (952) 250-3197
Firm Website: http://venitage.com
Registered State(s):
  • MN
Current Firm Details
Venitage, LLC
Firm's CRD Number: 295330
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

MN

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.