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TR

Timothy G. Reaume

BLUE CHIP PARTNERS
Farmington Hills, MI 48331
Some features on this profile are disabled
CRD#: 2158530
TR

Professional summary

Timothy Gerard Reaume is a registered financial advisor currently at BLUE CHIP PARTNERS, LLC located in Farmington Hills, Michigan.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Timothy has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.

top-8-questions

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. 8/25/2008 - NO BUSINESS NAME - LEGAL SERVICES - NOT INV REL - AT REPORTED BUSINESS LOCATION - LICENSED ATTORNEY IN STATE OF MICHIGAN, NO LONGER PRACTICING - TIME SPENT 0%. 2. 8/25/2008 - NO BUSINESS NAME - Non-Variable Insurance - INV REL - AT REPORTED BUSINESS LOCATION - Place insurance contracts outside of LPL - 2% TIME SPENT. 3. 11/19/2020 - Douglas D. Reaume Living Trust UAD 10/10/1963 - Investment Related - Home Based - Act in a Fiduciary Capacity - Trustee - Started 02/05/2020 - 2 Hours Per Month/0 Hours During Securities Trading - Trustee of Father's living trust.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Gerard Reaume's CRS (Customer Relationship Summary).
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®
None

Experience

Current

August 24, 2021 - Present

BLUE CHIP PARTNERS, LLC

Office #1: 38505 Country Club Drive Suite 150, Farmington Hills, MI 48331
RIA
CRD#: 132437
Farmington Hills, MI
Past

May 19, 2010 - August 13, 2021

LPL FINANCIAL LLC

RIA
CRD#: 6413
SOUTHFIELD, MI
Past

October 16, 2007 - August 13, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
SOUTHFIELD, MI
Past

July 15, 1998 - October 24, 2007

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
TROY, MI
Past

July 10, 1991 - July 16, 1998

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

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".
BC
BLUE CHIP PARTNERS, LLC
BLUE CHIP PARTNERS, INC. | STEINBERG PLANNING AND INVESTMENTS, LTD | STEINBERG PLANNING AND INVESTMENT MANAGEMENT, LTD. | BLUE CHIP PARTNERS, LLC

CRD#: 132437 / SEC#: 801-64705

RIA
Registered Investment Advisory firm - (9/30/2005 Approved)

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
California
(8/24/2021)
IAR
Michigan
(8/24/2021)
IAR
Texas
(8/24/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 7/9/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/11/2003
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 10/28/1991
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/9/1991
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BC
BLUE CHIP PARTNERS, LLC
BLUE CHIP PARTNERS, INC. | STEINBERG PLANNING AND INVESTMENTS, LTD | STEINBERG PLANNING AND INVESTMENT MANAGEMENT, LTD. | BLUE CHIP PARTNERS, LLC

CRD#: 132437 / SEC#: 801-64705

RIA
Registered Investment Advisory firm - (9/30/2005 Approved)
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Contact information

Main Address
38505 Country Club Drive Suite 150, Farmington Hills, MI 48331
Mailing Address
Phone number
(248) 848-1111
Established
Firm type
Fiscal year end
# of Employees
33

SEC notice filing (16 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

ANNUAL ADV PART 2 DISCLOSURE BROCHURE - FY 2024 (3/27/2025)

Regulatory assets under management

Total Number of Accounts2,827
AUM (Assets Under Management)$ 1,536,658,642

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/19/2025
Cover Page
Report
09/12/2024
Cover Page
Report
10/04/2023
Cover Page
Report
04/28/2023
Cover Page
Report
01/04/2023
Cover Page
Report

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

BLUE CHIP PARTNERS, LLC

CRD#: 132437Farmington Hills, MI 48331

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