Timothy J. Hinsvark

Some features on this profile are disabled

CRD#: 1253787

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Timothy Joel Hinsvark was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 1984. Timothy had worked at 13 firms and has passed the Series 63, Series 65, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. INSURED WEAlTH SOLUTIONS. INVESTMENT RELATED YES. SAN DIEGO CALIFORNIA. INSURANCE MARKETING ORGANIZATION. AGENT AND MANAGER. STARTED IN 06/ 2009. WORK 2 TO 4 HOURS A DAY. DUTIES ARE SALES OF ANNUITIES AND SALES MANAGEMENT. 2. SOCAL PREMIER PROPERTIES. INVESTMENT RELATED YES. CORONADO CALIFORNIA. REAL ESTATE AGENCY. REAL ESTATE AGENT. STARTED ON 06/ 2009. WORK LESS THAN ONE HOUR A DAY. DUTIES ARE REAL ESTATE SALES. 3. FREEDOM EQUITY GROUP. INVESTMENT RELATED YES. SAN DIEGO CALIFORNIA. INSURANCE MARKETING ORGANIZATION. AGENT AND MANAGER. STARTED ON 01/2010. WORK 2 TO 4 HOURS A DAY. DUTIES ARE THE SALE OF LIFE INSURANCE AND SALES MANAGEMENT.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

January 12, 2021 - September 22, 2023

AEGIS WEALTH MANAGEMENT, INC.

RIA

CRD#: 301990

San Diego, CA

Past

August 24, 2020 - December 31, 2020

SENTINEL WEALTH MANAGEMENT LLC

RIA

CRD#: 285704

San Diego, CA

Past

February 5, 2018 - January 28, 2019

SUPREME ALLIANCE LLC

RIA

CRD#: 45348

SAN DIEGO, CA

Past

February 5, 2018 - January 28, 2019

SUPREME ALLIANCE LLC

CRD#: 45348

CHARLOTTE, NC

Past

February 1, 2018 - March 23, 2018

SENTINEL WEALTH MANAGEMENT LLC

RIA

CRD#: 285704

SAN DIEGO, CA

Past

February 24, 2017 - December 31, 2017

SENTINEL WEALTH MANAGEMENT LLC

RIA

CRD#: 285704

SAN DIEGO, CA

Past

February 20, 2015 - May 13, 2016

FIRST ADVISORS NATIONAL, LLC

RIA

CRD#: 166212

CHULA VISTA, CA

Past

March 11, 2014 - March 29, 2016

SUPREME ALLIANCE LLC

CRD#: 45348

CHARLOTTE, NC

Past

January 22, 2014 - March 6, 2015

ROYAL FUND MANAGEMENT, LLC

RIA

CRD#: 144434

LADY LAKE, FL

Past

September 12, 2011 - February 7, 2012

NDX TRADING, INC.

CRD#: 39940

NEW BRIGHTON, MN

Past

June 27, 2011 - February 7, 2012

WSA AFFILIATES, LLC

RIA

CRD#: 144108

DALLAS, TX

Past

July 9, 2008 - June 25, 2009

INVESTMENT ADVISORS INTERNATIONAL, INC.

RIA

CRD#: 139233

SAN DIEGO, CA

Past

April 12, 2002 - June 25, 2009

WORLD GROUP SECURITIES, INC.

CRD#: 114473

SAN DIEGO, CA

Past

April 12, 1994 - April 12, 2002

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Past

May 20, 1992 - June 6, 1994

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

July 11, 1991 - May 15, 1992

CONSOLIDATED INVESTMENT SERVICES, INC.

CRD#: 7929

LITTLETON, CO

Past

May 30, 1984 - April 1, 1991

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AEGIS WEALTH MANAGEMENT, INC.

CRD#: 301990 / SEC#: 801-117179

RIA

Registered Investment Advisory firm - (8/13/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/7/2014

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/2/2008

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/29/1984

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 9/15/1988

Investment Company Products/Variable Contracts Principal Examination

Current Firm

AEGIS WEALTH MANAGEMENT, INC.

CRD#: 301990 / SEC#: 801-117179

RIA

Registered Investment Advisory firm - (8/13/2019 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

317 State Street, Guthrie Center, IA 50115

Mailing Address

Phone number

(833) 483-8383

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AEGIS WEALTH MANAGEMENT INC. FORM ADV PART 2A BROCHURE (3/10/2025)

Regulatory assets under management

Total Number of Accounts	1,538
AUM (Assets Under Management)	$ 175,971,164

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Timothy J. Hinsvark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SENTINEL WEALTH MANAGEMENT LLC

SUPREME ALLIANCE LLC

SUPREME ALLIANCE LLC

SENTINEL WEALTH MANAGEMENT LLC

SENTINEL WEALTH MANAGEMENT LLC

FIRST ADVISORS NATIONAL, LLC

SUPREME ALLIANCE LLC

ROYAL FUND MANAGEMENT, LLC

NDX TRADING, INC.

WSA AFFILIATES, LLC

INVESTMENT ADVISORS INTERNATIONAL, INC.

WORLD GROUP SECURITIES, INC.

WMA SECURITIES, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

CONSOLIDATED INVESTMENT SERVICES, INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

AEGIS WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/7/2014

Series 65

Date: 7/2/2008

SIE

Date: 10/1/2018

Series 6

Date: 5/29/1984

Series 26

Date: 9/15/1988

Current Firm

AEGIS WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AEGIS WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

Similar Advisors