Timothy J. Streid

MACRO WEALTH MANAGEMENT

Lake Forest, IL

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CRD#: 1968211

Professional summary

Timothy Jay Streid, CLU® is a registered financial advisor currently at MACRO WEALTH MANAGEMENT, INC. located in Lake Forest, Illinois.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Timothy has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.)CUSTOM SERVICE CRANE, INC.; MAHOMET, IL; PRESIDENT AND 25% OWNER; 9/94 - PRESENT; BUSINESS: CRANE FOR HIRE SERVICE; 2 HOURS PER MONTH; NON-INVESTMENT RELATED BUSINESS, 2.) BHS INSURANCE SERVICES; PEORIA, IL; 50% PARTNER; 4/93 - PRESENT; BUSINESS: GENERAL AGENT WITH AMERICAN COMMUNITY MUTUAL INSURANCE COMPANY; 1 HOUR PER MONTH; NON-INVESTMENT RELATED BUSINESS, 3.) VISIONARY HOSPITALITY SERVICES, INC.; MAHOMET, IL; PRESIDENT AND 50% OWNER; 3/98 - PRESENT; BUSINESS - OWNS TWO SELF SERVE CAR WASHES; LESS THAN 1 HOUR PER MONTH; NON-INVESTMENT RELATED BUSINESS, 4.) THE BOX MANUFACTURING COMPANY, INC.; PEORIA, IL; PRESIDENT AND 50% OWNER; 1/00 - PRESENT; BUSINESS: CORRIGATED BOX MANUFACTURER; 8 HOURS PER MONTH; NON-INVESTMENT RELATED BUSINESS 5.Wealth Designs, Inc.; investment-related? Yes; 613 W. Glen Ave. Peoria Illinois 61614; Financial Planning (same as MWM); President; July 1994 Approximately 10 hours per month; Financial plans and financial planning may include, but are not limited to: investment planning, life insurance; tax concerns; retirement planning; college planning; and debt/credit planning.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Jay Streid's CRS (Customer Relationship Summary).

Certified licenses

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

CLU^®

Chartered Life Underwriter

Experience

Current

May 10, 2007 - Present

MACRO WEALTH MANAGEMENT, INC.

Office #2: 6915 N. Knoxville Ave. Ste. D, Peoria, IL 61614

RIA

CRD#: 143382

Lake Forest, IL

Past

January 3, 2002 - November 3, 2004

INTERVEST INTERNATIONAL EQUITIES CORPORATION

CRD#: 20289

COLORADO SPRINGS, CO

Past

November 2, 1995 - December 31, 2001

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

August 18, 1989 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

August 18, 1989 - November 21, 1995

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(5/10/2007)

IAR

Texas
(5/17/2019)

IAR

Washington
(12/23/2019)

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

IAR

Series 65

Date: 2/5/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/5/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 7/14/1989

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MACRO WEALTH MANAGEMENT, INC.

CRD#: 143382 / SEC#:

Illinois

Registered Investment Advisory firm - (5/10/2007 Approved)

Texas

Registered Investment Advisory firm - (5/20/2019 Conditional Restricted)

Washington

Registered Investment Advisory firm - (12/23/2019 Approved)

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Contact information

Main Address

6915 N. Knoxville Avenue Upper Level Suite B, Peoria, IL 61614

Mailing Address

Phone number

(309) 689-8481

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	119
AUM (Assets Under Management)	$ 45,675,002

Red Flags

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

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Timothy J. Streid

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Jay Streid's CRS (Customer Relationship Summary).

Certified licenses

Experience

MACRO WEALTH MANAGEMENT, INC.

INTERVEST INTERNATIONAL EQUITIES CORPORATION

COMMONWEALTH FINANCIAL NETWORK

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/5/2007

Series 63

Date: 12/5/1991

Series 6

Date: 7/14/1989

Current Firm

MACRO WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MACRO WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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