Timothy A. Struck

EFFICIENT ADVISORS

Colorado Springs, CO

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CRD#: 2274255

Professional summary

Timothy Arthur Struck, who also goes by Timothy A Struck, is a registered financial advisor currently at EFFICIENT ADVISORS located in Colorado Springs, Colorado.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Timothy has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Timothy A Struck

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.) CHRISTIAN RETIREMENT MINISTRIES; 4194 ROYAL PINE DRIVE, COLORADO SPRINGS, CO 80920; NOT INVESTMENT-RELATED; STARTED 2015

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Arthur Struck'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

May 14, 2025 - Present

EFFICIENT ADVISORS

RIA

CRD#: 150144

Colorado Springs, CO

Past

December 24, 2019 - February 23, 2024

ENVOY ADVISORY INC.

RIA

CRD#: 306559

COLORADO SPRINGS, CO

Past

August 12, 2015 - December 26, 2019

PRIOR ENVOY ADVISORY, INC.

RIA

CRD#: 157461

COLORADO SPRINGS, CO

Past

August 12, 2015 - June 29, 2017

ENVOY SECURITIES, LLC

CRD#: 132719

COLORADO SPRINGS, CO

Past

November 14, 2014 - June 10, 2016

INTELLICENTS INVESTMENT SOLUTIONS INC

RIA

CRD#: 107498

ALBERT LEA, MN

Past

September 30, 2013 - July 24, 2015

LPL FINANCIAL LLC

CRD#: 6413

ALBERT LEA, MN

Past

April 2, 1998 - October 4, 2013

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

ALBERT LEA, MN

Past

January 22, 1993 - April 8, 1998

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

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".

EFFICIENT ADVISORS

ADVISOR SUPPORT SERVICES | EVIDENCE BASED ADVISORS | EFFICIENT ADVISORS, LLC | EFFICIENT ADVISORS

CRD#: 150144 / SEC#: 801-70110

RIA

Registered Investment Advisory firm - (5/1/2009 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

Colorado
(5/14/2025)

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: 2/15/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/9/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/29/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/21/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

EFFICIENT ADVISORS

ADVISOR SUPPORT SERVICES | EVIDENCE BASED ADVISORS | EFFICIENT ADVISORS, LLC | EFFICIENT ADVISORS

CRD#: 150144 / SEC#: 801-70110

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

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Contact information

Main Address

Mason, OH

Mailing Address

9450 Sw Gemini Drive Pmb 65198, Beaverton, OR 97008

Phone number

(267) 613-6250

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EFFICIENT ADVISORS BROCHURE (7/14/2025)

Regulatory assets under management

Total Number of Accounts	17,312
AUM (Assets Under Management)	$ 2,768,397,462

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/23/2025	Cover Page	Report
11/25/2024	Cover Page	Report
11/07/2023	Cover Page	Report
01/06/2023	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.

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Firm Stability Insights

Timothy A. Struck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Arthur Struck's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENVOY ADVISORY INC.

PRIOR ENVOY ADVISORY, INC.

ENVOY SECURITIES, LLC

INTELLICENTS INVESTMENT SOLUTIONS INC

LPL FINANCIAL LLC

KESTRA INVESTMENT SERVICES, LLC

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

EFFICIENT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/15/1996

Series 63

Date: 2/9/1993

SIE

Date: 6/29/2017

Series 6

Date: 12/21/1992

Current Firm

EFFICIENT ADVISORS

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EFFICIENT ADVISORS

TRUST BUT VERIFY

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