Timothy D. Doehrmann

EAGLE RIDGE WEALTH ADVISORS

Morton, IL

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CRD#: 4535635

Professional summary

Timothy David Doehrmann, CFP® is a registered financial advisor currently at EAGLE RIDGE WEALTH ADVISORS located in Morton, Illinois.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Timothy has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

What are your service offerings?

Estate Planning

Retirement Income Management

Retirement Planning

Tax Planning

Comprehensive Financial Planni...

Long-term Care

Insurance Planning

Employee and Employer Plan Ben...

Do you have an area of expertise or specialization?

Estate & Generational Planning...

Insurance Related Issues

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

Tax Planning

What is your minimum asset requirement?

250K

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.

07/2002 - PRESENT, VARIOUS INSURANCE CARRIERS, INVESTMENT RELATED, INSURANCE SALES, INSURANCE AGENT, BLOOMINGTON IL. 06/1997 - PRESENT, ILLINOIS AIR NATIONAL GUARD, NOT INVESTMENT RELATED, AERPSPACE MAINTENANCE TECHNICIAN, PEORIA IL.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy David Doehrmann'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: 2018

Experience

Current

January 2, 2013 - Present

EAGLE RIDGE WEALTH ADVISORS

RIA

CRD#: 165660

Morton, IL

Past

June 19, 2002 - December 31, 2003

WADDELL & REED

RIA

CRD#: 866

DAVENPORT, IA

Past

May 31, 2002 - December 31, 2003

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

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
(1/2/2013)

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: 6/14/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/6/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 5/30/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

EAGLE RIDGE WEALTH ADVISORS

CRD#: 165660 / SEC#:

Illinois

Registered Investment Advisory firm - (1/2/2013 Approved)

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Contact information

Main Address

Morton, IL

Mailing Address

Phone number

(309) 857-7745

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	159
AUM (Assets Under Management)	$ 42,431,228

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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Timothy D. Doehrmann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy David Doehrmann's CRS (Customer Relationship Summary).

Certified licenses

Experience

EAGLE RIDGE WEALTH ADVISORS

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 65

Date: 6/14/2002

Series 63

Date: 6/6/2002

Series 6

Date: 5/30/2002

Current Firm

EAGLE RIDGE WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EAGLE RIDGE WEALTH ADVISORS

TRUST BUT VERIFY

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