Timothy G. Massie

TIMEPIECE FINANCIAL PLANNING

BATTLE GROUND, WA 98604

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CRD#: 2995603

Professional summary

Timothy G Massie, CFP®, who also goes by Tim Massie, is a registered financial advisor currently at TIMEPIECE FINANCIAL PLANNING, INC. located in Battle Ground, Washington.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Timothy has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Social Security Planning

Retirement Income Management

Investment Planning

Retirement Planning

Do you have an area of expertise or specialization?

AUM

Baby Boomers

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

Are you a "fiduciary"?

Yes

Aliases

Tim Massie

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 G Massie'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^®

Certified Financial Planner

Start date: 2008

Experience

Current

September 29, 2011 - Present

TIMEPIECE FINANCIAL PLANNING, INC.

Office #1: 209 East Main Street Suite 139, Battle Ground, WA 98604Office #2: 1312 N Monroe Street Suite 136, Spokane, WA 99201Office #3: 1030 N Center Parkway, Kennewick, WA 99336Office #4: 721 Depot Dr, Anchorage, AK 99501

RIA

CRD#: 158475

BATTLE GROUND, WA

Past

August 18, 2009 - June 8, 2011

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

VANCOUVER, WA

Past

August 18, 2009 - June 8, 2011

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

VANCOUVER, WA

Past

July 7, 2006 - March 23, 2009

TD AMERITRADE, INC.

RIA

CRD#: 7870

PORTLAND, OR

Past

June 15, 2006 - March 23, 2009

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

PORTLAND, OR

Past

May 15, 2006 - March 23, 2009

TD AMERITRADE, INC.

CRD#: 7870

PORTLAND, OR

Past

September 26, 2005 - May 10, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

PORTLAND, OR

Past

July 15, 2005 - May 10, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

PORTLAND, OR

Past

June 2, 2004 - July 19, 2005

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

January 22, 1998 - June 15, 1998

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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

Alaska
(2/11/2014)

IAR

Oregon
(9/11/2014)

IAR

Texas
(5/5/2022)

IAR

Washington
(9/29/2011)

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

IAR

Series 65

Date: 9/23/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/4/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/1/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/21/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TIMEPIECE FINANCIAL PLANNING, INC.

TIMEPIECE FINANCIAL PLANNING | TIMEPIECE FINANCIAL PLANNING, INC. | TIMEPIECE FINANCIAL PLANNING LLC

CRD#: 158475 / SEC#:

Alaska

Registered Investment Advisory firm - (2/11/2014 Approved)

Oregon

Registered Investment Advisory firm - (9/11/2014 Approved)

Texas

Registered Investment Advisory firm - (4/18/2022 Conditional Restricted)

Washington

Registered Investment Advisory firm - (9/29/2011 Approved)

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Contact information

Main Address

209 East Main Street Suite 139, Battle Ground, WA 98604

Mailing Address

Phone number

(360) 687-0244

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	231
AUM (Assets Under Management)	$ 61,283,041

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

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Advisor Monitoring

Firm Stability Insights

Timothy G. Massie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy G Massie's CRS (Customer Relationship Summary).

Certified licenses

Experience

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

EDWARD JONES

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/23/2005

Series 63

Date: 6/4/2004

Series 7

Date: 6/1/2004

Series 6

Date: 1/21/1998

Current Firm

TIMEPIECE FINANCIAL PLANNING, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TIMEPIECE FINANCIAL PLANNING, INC.

TRUST BUT VERIFY

Contact information

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