Timothy P. Brand

MEEDER ADVISORY SERVICES

Dublin, OH 43017

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CRD#: 2369282

Professional summary

Timothy Peter Brand, who also goes by Tim Brand, is a registered financial advisor currently at MEEDER ADVISORY SERVICES, INC. located in Dublin, Ohio and MEEDER DISTRIBUTION SERVICES, INC. located in Dublin, Ohio.

Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Timothy has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tim Brand

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 Peter Brand'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

September 30, 2024 - Present

MEEDER ADVISORY SERVICES, INC.

Office #1: 6125 Memorial Dr, Dublin, OH 43017

RIA

CRD#: 106814

Dublin, OH

Current

September 30, 2024 - Present

MEEDER DISTRIBUTION SERVICES, INC.

Office #1: 6125 Memorial Drive, Dublin, OH 43017-9767

CRD#: 36773

Dublin, OH

Past

November 26, 2012 - February 22, 2024

CALAMOS ADVISORS LLC

RIA

CRD#: 105758

NAPERVILLE, IL

Past

November 26, 2012 - February 22, 2024

CALAMOS FINANCIAL SERVICES LLC

CRD#: 19850

Chicago, IL

Past

June 4, 2012 - November 19, 2012

PROSHARE ADVISORS LLC

RIA

CRD#: 134155

BETHESDA, MD

Past

May 14, 2012 - November 19, 2012

PROFUNDS DISTRIBUTORS, INC.

CRD#: 19541

BETHESDA, MD

Past

April 13, 2009 - May 11, 2012

CALAMOS WEALTH MANAGEMENT LLC

RIA

CRD#: 143490

NAPERVILLE, IL

Past

May 3, 2002 - April 25, 2012

CALAMOS FINANCIAL SERVICES LLC

CRD#: 19850

NAPERVILLE, IL

Past

January 13, 2001 - May 2, 2002

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

November 19, 1997 - January 13, 2001

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

December 6, 1996 - August 28, 1997

GW & WADE ASSET MANAGEMENT COMPANY, LLC

CRD#: 25745

WELLESLEY, MA

Past

January 6, 1995 - September 25, 1996

NATIXIS DISTRIBUTION, LLC

CRD#: 34754

BOSTON, MA

Past

September 21, 1993 - December 22, 1993

TNE INVESTMENT SERVICES CORPORATION

CRD#: 14560

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".

MEEDER ADVISORY SERVICES, INC.

MEEDER ADVISORY SERVICES, INC | MEEDER INVESTMENT MANAGEMENT, INC. | MEEDER ADVISORY SERVICES, INC.

CRD#: 106814 / SEC#: 801-40023

RIA

Registered Investment Advisory firm - (10/23/1991 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(9/30/2024)

Alaska
(9/30/2024)

Arizona
(9/30/2024)

Arkansas
(9/30/2024)

California
(9/30/2024)

Colorado
(9/30/2024)

Connecticut
(9/30/2024)

Delaware
(9/30/2024)

District of Columbia
(9/30/2024)

Georgia
(9/30/2024)

Hawaii
(9/30/2024)

Idaho
(9/30/2024)

Illinois
(9/30/2024)

Indiana
(9/30/2024)

Iowa
(9/30/2024)

Kansas
(9/30/2024)

Kentucky
(9/30/2024)

Louisiana
(9/30/2024)

Maine
(9/30/2024)

Maryland
(11/3/2025)

Massachusetts
(9/30/2024)

Michigan
(9/30/2024)

Minnesota
(9/30/2024)

Mississippi
(9/30/2024)

Missouri
(9/30/2024)

Montana
(9/30/2024)

Nebraska
(9/30/2024)

Nevada
(9/30/2024)

New Hampshire
(9/30/2024)

New Jersey
(9/30/2024)

New Mexico
(9/30/2024)

New York
(9/30/2024)

North Carolina
(9/30/2024)

North Dakota
(9/30/2024)

Ohio
(9/30/2024)

IAR

Ohio
(9/30/2024)

Oklahoma
(9/30/2024)

Oregon
(9/30/2024)

Pennsylvania
(9/30/2024)

Puerto Rico
(9/30/2024)

Rhode Island
(9/30/2024)

South Carolina
(9/30/2024)

South Dakota
(9/30/2024)

Tennessee
(9/30/2024)

Texas
(3/13/2025)

Utah
(9/30/2024)

Vermont
(9/30/2024)

Virgin Islands
(9/30/2024)

Virginia
(9/30/2024)

Washington
(9/30/2024)

West Virginia
(9/30/2024)

Wisconsin
(9/30/2024)

Wyoming
(9/30/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/10/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/20/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/24/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/20/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/28/2006

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MEEDER ADVISORY SERVICES, INC.

MEEDER ADVISORY SERVICES, INC | MEEDER INVESTMENT MANAGEMENT, INC. | MEEDER ADVISORY SERVICES, INC.

CRD#: 106814 / SEC#: 801-40023

RIA

Registered Investment Advisory firm - (10/23/1991 Approved)

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Contact information

Main Address

6125 Memorial Dr, Dublin, OH 43017

Mailing Address

P. O. Box 7177, Dublin, OH 43017

Phone number

(866) 633-3371

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MEEDER ADVISORY SERVICES, INC. - 2025 BROCHURE (11/12/2025)

Regulatory assets under management

Total Number of Accounts	3,800
AUM (Assets Under Management)	$ 2,088,369,039

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 P. Brand

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Peter Brand's CRS (Customer Relationship Summary).

Certified licenses

Experience

MEEDER DISTRIBUTION SERVICES, INC.

CALAMOS ADVISORS LLC

CALAMOS FINANCIAL SERVICES LLC

PROSHARE ADVISORS LLC

PROFUNDS DISTRIBUTORS, INC.

CALAMOS WEALTH MANAGEMENT LLC

CALAMOS FINANCIAL SERVICES LLC

DEUTSCHE BANK SECURITIES INC.

DB ALEX. BROWN LLC

GW & WADE ASSET MANAGEMENT COMPANY, LLC

NATIXIS DISTRIBUTION, LLC

TNE INVESTMENT SERVICES CORPORATION

Primary Firm SEC Registration

MEEDER ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/10/2009

Series 63

Date: 2/20/1997

SIE

Date: 10/1/2018

Series 7

Date: 4/24/1995

Series 6

Date: 9/20/1993

Series 24

Date: 3/28/2006

FINRA

Current Firm

MEEDER ADVISORY SERVICES, INC.

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MEEDER ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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