Timothy R. Harder
Professional summary
Timothy Russell Harder, CFP®, who also goes by Tim Harder, is a registered financial advisor currently at QUOTIENT WEALTH PARTNERS, LLC located in Dallas, Texas and QUOTIENT WEALTH ASSET MANAGEMENT, LLC located in Dallas, Texas.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Timothy has worked at 12 firms and has passed the Series 63, Series 66, Series 7TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Russell Harder's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 1, 2023 - Present
QUOTIENT WEALTH PARTNERS, LLC
Office #1: 5430 Lbj Freeway Suite 1150, Dallas, TX 75240October 2, 2025 - Present
QUOTIENT WEALTH ASSET MANAGEMENT, LLC
Office #1: 5430 Lbj Freeway Suite 1150, Dallas, TX 75240October 12, 2020 - October 13, 2023
MERCER ALLIED COMPANY, L.P.
September 14, 2020 - October 13, 2023
GOLDMAN SACHS & CO. LLC
October 21, 2011 - October 13, 2023
UNITED CAPITAL FINANCIAL ADVISORS
October 21, 2011 - February 6, 2012
GIRARD SECURITIES, INC.
March 11, 2008 - November 7, 2011
LPL FINANCIAL LLC
March 11, 2008 - November 7, 2011
LPL FINANCIAL LLC
November 10, 2006 - February 13, 2008
KUMMER FINANCIAL STRATEGIES, INC.
October 31, 2005 - February 11, 2008
OSAIC SERVICES, INC.
February 4, 2004 - October 31, 2005
SUNAMERICA SECURITIES, INC.
June 15, 1994 - January 3, 2001
CETERA WEALTH SERVICES, LLC
September 22, 1993 - March 9, 1994
DICKINSON & CO.
Primary Firm SEC Registration
QUOTIENT WEALTH PARTNERS, LLC
CRD#: 326819 / SEC#: 801-128380
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/1/2023)
Exams
Series 7TO
Date: 9/14/2020
General Securities Representative ExaminationCurrent Firm
QUOTIENT WEALTH PARTNERS, LLC
CRD#: 326819 / SEC#: 801-128380
Contact information
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,412 |
| AUM (Assets Under Management) | $ 3,540,143,072 |
Red Flags
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Company Information
QUOTIENT WEALTH PARTNERS, LLC
CRD#: 326819Dallas, TX 75240TRUST BUT VERIFY
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