Timothy Steven Nash
Professional Summary
Timothy Steven Nash is a registered financial advisor currently at EVERGREEN WEALTH located in Naples, Florida. Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Timothy has worked at 8 firms and has passed the Series 65, Series 66, SIE, Series 3, Series 31, Series 7 and Series 30 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
CRUMLY AND ASSOCIATES, INC. | TROXELL FINANCIAL ADVISORS | TROXELL FINANCIAL | EVERGREEN WEALTH | CRUMLY AND ASSOCIATES, INCORPORATED
Contact Information
Main Address
1200 Centre West Drive, Springfield, IL 62704Phone Number
(217) 321-3210# of Employees
12SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,691AUM (Assets Under Management)
$1,179,588,527Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/22/2025 | Cover Page | Report |
| 11/08/2024 | Cover Page | Report |
| 10/31/2023 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
CRUMLY AND ASSOCIATES, INC. | TROXELL FINANCIAL ADVISORS | TROXELL FINANCIAL | EVERGREEN WEALTH | CRUMLY AND ASSOCIATES, INCORPORATED
State Registrations and Notice Filings
(4/4/2025)
(3/10/2025)
(3/10/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Timothy Steven Nash's CRS (Customer Relationship Summary).
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