Timothy J. Quinn
QUINN FINANCIAL PLANNING
Orland Park, IL 60462
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CRD#: 2905230
Professional summary
Timothy Joseph Quinn, CFP® is a registered financial advisor currently at QUINN FINANCIAL PLANNING, LLC located in Orland Park, Illinois.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Timothy has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Biography
We provide highly personalized, ongoing contact regardless of your portfolio size including periodic phone calls, meetings, e-mails and quarterly performance reports. Our easy-to-read reports show you your investment results and any recent activity in your portfolio. We are also available for telephone consultations in case you have questions or want to be updated on the status of your portfolio. We are dedicated to giving you the peace of mind that occurs when you are fully informed by accessible financial professionals.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Tax Planning
Education Planning
Retirement Income Management
Do you have an area of expertise or specialization?
College/Education Planning
Estate & Generational Planning...
High Net Worth Client Needs
Medical Professionals
Retirement Planning & Distribu...
Socially Responsible Investmen...
What is your minimum asset requirement?
100K
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.
GT TAX & BUSINESS SERVICES, LLC - NOT INVESTMENT RELATED - NATURE OF BUSINESS: TAX ADVICE, PLANNING AND PREPARATION - TITLE: PARTNER - STARTED 11/2015 - DUTIES: REVIEW AND PREPARE TAX RETURNS, PREPARE TAX PROJECTIONS - WORK 30 HRS/WK.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Joseph Quinn'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®
CFP®
Start date: 2003
Experience
Current
July 2, 2009 - Present
QUINN FINANCIAL PLANNING, LLC
Office #1: 9501 W. 144th Place Suite 300e, Orland Park, IL 60462RIA
CRD#: 150528
Orland Park, IL
Past
February 16, 2000 - July 2, 2009
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
CHICAGO, IL
Past
July 7, 1997 - July 2, 2009
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
CHICAGO, IL
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(7/2/2009)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
QUINN FINANCIAL PLANNING, LLC
QUINN FINANCIAL PLANNING, LLC
CRD#: 150528 / SEC#:
Arizona
Registered Investment Advisory firm - (9/2/2025 Terminated)Florida
Registered Investment Advisory firm - (10/18/2024 Terminated)Georgia
Registered Investment Advisory firm - (10/15/2014 Terminated)Illinois
Registered Investment Advisory firm - (7/2/2009 Approved)Indiana
Registered Investment Advisory firm - (10/15/2014 Terminated)Wisconsin
Registered Investment Advisory firm - (1/22/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9501 W. 144th Place Suite 300e, Orland Park, IL 60462
Mailing Address
Phone number
(708) 586-7001
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 220 |
| AUM (Assets Under Management) | $ 88,799,257 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
