Timothy M. Recker

UNION STRATEGIC ADVISORS | Financial Advisor

BLUE ASH, OH 45242

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CRD#: 2340968

Professional summary

Timothy Mathew Recker, who also goes by Timothy M Recker, is a registered financial advisor currently at UNION STRATEGIC ADVISORS located in Blue Ash, Ohio.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Timothy has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Timothy M Recker

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Mathew Recker'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

April 7, 2026 - Present

UNION STRATEGIC ADVISORS

Office #1: 9825 Kenwood Rd. Suite 103, Blue Ash, OH 45242

RIA

CRD#: 340640

BLUE ASH, OH

Past

November 22, 2005 - April 2, 2026

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

Blue Ash, OH

Past

November 11, 2005 - April 2, 2026

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

Blue Ash, OH

Past

March 16, 2001 - December 8, 2005

ADVEST, INC.

RIA

CRD#: 10

CINCINNAYI, OH

Past

February 9, 2001 - December 8, 2005

ADVEST, INC.

CRD#: 10

HARTFORD, CT

Past

August 14, 2000 - February 27, 2001

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

May 3, 1996 - August 14, 2000

J.C. BRADFORD & CO.

CRD#: 1287

NEW YORK, NY

Past

May 19, 1993 - May 3, 1996

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

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

Ohio
(4/7/2026)

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: 7/1/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/28/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 11/8/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 5/18/1993

General Securities Representative Examination

Current Firm

UNION STRATEGIC ADVISORS

UNION STRATEGIC ADVISORS | UNION STRATEGIC ADVISORS LLC

CRD#: 340640 / SEC#: 801-135455

RIA

Registered Investment Advisory firm - (3/2/2026 120-Day Approval)

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Contact information

Main Address

9825 Kenwood Rd. Suite 103, Blue Ash, OH 45242

Mailing Address

Phone number

(513) 699-5200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

UNION STRATEGIC ADVISORS ADV PART 2A APPENDIX 1 01-30-2026 (1/30/2026)

UNION STRATEGIC ADVISORS ADV PART 2A 01-30-2026 (1/30/2026)

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Timothy M. Recker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Mathew Recker's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNION STRATEGIC ADVISORS

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

ADVEST, INC.

ADVEST, INC.

UBS FINANCIAL SERVICES INC.

J.C. BRADFORD & CO.

LEGG MASON WOOD WALKER, INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 7/1/1993

Series 63

Date: 5/28/1993

SIE

Date: 10/1/2018

Series 31

Date: 11/8/2004

Series 7

Date: 5/18/1993

Current Firm

UNION STRATEGIC ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

UNION STRATEGIC ADVISORS

TRUST BUT VERIFY

Contact information

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