Timothy R. Armstrong

WEALTH ACCUMULATION & PRESERVATION

Streator, IL 61364

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CRD#: 2367576

Professional summary

Timothy Ronald Armstrong, ChFC®, CLU® is a registered financial advisor currently at WEALTH ACCUMULATION & PRESERVATION, INC. located in Streator, Illinois.

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 63, Series 7, Series 6 and Series 24 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.

FIXED INSURANCE SALES THROUGH MIDLAND NATIONAL AND F&G LIFE - 2 HOURS PER WEEK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Ronald Armstrong'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®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

March 11, 2011 - Present

WEALTH ACCUMULATION & PRESERVATION, INC.

Office #1: 201 Danny's Drive Suite 3, Streator, IL 61364

RIA

CRD#: 156408

Streator, IL

Past

January 29, 2008 - March 8, 2011

CAPITAL SECURITIES INVESTMENT CORPORATION

RIA

CRD#: 5606

OAK BROOK, IL

Past

January 28, 2008 - March 8, 2011

CAPITAL SECURITIES INVESTMENT CORPORATION

CRD#: 5606

OAK BROOK, IL

Past

March 28, 2005 - January 31, 2008

WOLF FINANCIAL MANAGEMENT, LLC

RIA

CRD#: 44225

STREATOR, IL

Past

September 1, 2004 - January 31, 2008

WOLF FINANCIAL MANAGEMENT, LLC

CRD#: 44225

STREATOR, IL

Past

March 13, 1997 - August 30, 2004

LEGACY FINANCIAL SERVICES, INC.

CRD#: 38697

PETALUMA, CA

Past

May 23, 1994 - April 28, 1995

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

July 8, 1993 - May 10, 1994

AMERICAN GENERAL EQUITY SERVICES CORPORATION

CRD#: 5435

HOUSTON, TX

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
(3/11/2011)

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

Series 63

Date: 7/2/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/27/1993

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/2/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/7/2001

General Securities Principal Examination

Current Firm

WEALTH ACCUMULATION & PRESERVATION, INC.

CRD#: 156408 / SEC#:

Illinois

Registered Investment Advisory firm - (3/11/2011 Approved)

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Contact information

Main Address

201 Danny's Drive Suite 3, Streator, IL 61364

Mailing Address

Phone number

(815) 672-6152

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	428
AUM (Assets Under Management)	$ 30,015,004

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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Advisor Monitoring

Firm Stability Insights

Timothy R. Armstrong

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Ronald Armstrong's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL SECURITIES INVESTMENT CORPORATION

CAPITAL SECURITIES INVESTMENT CORPORATION

WOLF FINANCIAL MANAGEMENT, LLC

WOLF FINANCIAL MANAGEMENT, LLC

LEGACY FINANCIAL SERVICES, INC.

PRUCO SECURITIES, LLC.

AMERICAN GENERAL EQUITY SERVICES CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 7/2/1993

Series 7

Date: 8/27/1993

Series 6

Date: 7/2/1993

Series 24

Date: 6/7/2001

Current Firm

WEALTH ACCUMULATION & PRESERVATION, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTH ACCUMULATION & PRESERVATION, INC.

TRUST BUT VERIFY

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