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Brian J. Wildman

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CRD#: 1854700
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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.

Brian James Wildman, who also goes by Brian Jones Wildman, was a registered financial professional .

Brian is a previously registered financial professional and started their career in finance in 1988. Brian had worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brian Jones Wildman

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.
Independent Trustee of the Innovator ETFs Trust

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

July 3, 2019 - December 31, 2024

TIMOTHY FINANCIAL COUNSEL, INC.

RIA
CRD#: 123037
WHEATON, IL
Past

October 3, 2003 - December 12, 2005

VISION INVESTMENT SERVICES, INC.

BD
CRD#: 46609
ROSEMONT, IL
Past

April 4, 2002 - October 3, 2003

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
CHICAGO, IL
Past

May 11, 1999 - October 3, 2003

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

July 19, 1988 - December 5, 1988

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
Past

July 19, 1988 - December 5, 1988

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363

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".
TIMOTHY FINANCIAL COUNSEL, INC.
TIMOTHY FINANCIAL COUNSEL, INC.
TIMOTHY FINANCIAL COUNSEL, INC.

CRD#: 123037 / SEC#: 801-123236

RIA
Registered Investment Advisory firm - (2/14/2022 Approved)
Colorado
Registered Investment Advisory firm - (3/8/2022 Terminated)
Florida
Registered Investment Advisory firm - (3/1/2022 Terminated)
Illinois
Registered Investment Advisory firm - (3/1/2022 Terminated)
Louisiana
Registered Investment Advisory firm - (3/2/2022 Terminated)
Missouri
Registered Investment Advisory firm - (3/1/2022 Terminated)
Texas
Registered Investment Advisory firm - (3/1/2022 Terminated)
Virginia
Registered Investment Advisory firm - (3/2/2022 Terminated)
Wisconsin
Registered Investment Advisory firm - (3/1/2022 Terminated)

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.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/30/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TIMOTHY FINANCIAL COUNSEL, INC.
TIMOTHY FINANCIAL COUNSEL, INC.
TIMOTHY FINANCIAL COUNSEL, INC.

CRD#: 123037 / SEC#: 801-123236

RIA
Registered Investment Advisory firm - (2/14/2022 Approved)
Colorado
Registered Investment Advisory firm - (3/8/2022 Terminated)
Florida
Registered Investment Advisory firm - (3/1/2022 Terminated)
Illinois
Registered Investment Advisory firm - (3/1/2022 Terminated)
Louisiana
Registered Investment Advisory firm - (3/2/2022 Terminated)
Missouri
Registered Investment Advisory firm - (3/1/2022 Terminated)
Texas
Registered Investment Advisory firm - (3/1/2022 Terminated)
Virginia
Registered Investment Advisory firm - (3/2/2022 Terminated)
Wisconsin
Registered Investment Advisory firm - (3/1/2022 Terminated)
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Contact information


Main Address
104 E. Roosevelt Road Suite 200, Wheaton, IL 60187
Mailing Address
Phone number
(630) 681-0700
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (25 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 ADV PART 2-REVISED (9/4/2025)

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.

Company Information


TIMOTHY FINANCIAL COUNSEL, INC.

TIMOTHY FINANCIAL COUNSEL, INC.

CRD#: 123037

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