Timothy G. Tonn

CIRRUS CAPITAL MANAGEMENT

Tampa, FL

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CRD#: 4716284

Professional summary

Timothy Gene Tonn, who also goes by Tim Tonn, is a registered financial advisor currently at CIRRUS CAPITAL MANAGEMENT, LLC located in Tampa, Florida.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Timothy has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tim Tonn

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 Gene Tonn'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®

None

Experience

Current

May 4, 2005 - Present

CIRRUS CAPITAL MANAGEMENT, LLC

RIA

CRD#: 128698

Tampa, FL

Past

May 4, 2005 - December 31, 2010

CIRRUS CAPITAL MANAGEMENT, LLC

RIA

CRD#: 128698

MIDLOTHIAN, VA

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

Florida
(7/16/2009)

IAR

Texas
(7/16/2025)

IAR

Virginia
(5/4/2005)

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: 8/21/2003

Uniform Investment Adviser Law Examination

Current Firm

CIRRUS CAPITAL MANAGEMENT, LLC

CRD#: 128698 / SEC#:

Florida

Registered Investment Advisory firm - (6/25/2009 Approved)

North Carolina

Registered Investment Advisory firm - (12/31/2004 Failure to Renew)

Texas

Registered Investment Advisory firm - (7/16/2025 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (4/30/2005 Approved)

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Contact information

Main Address

Tampa, FL

Mailing Address

Phone number

(813) 343-0143

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	67
AUM (Assets Under Management)	$ 22,072,130

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 G. Tonn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Gene Tonn's CRS (Customer Relationship Summary).

Certified licenses

Experience

CIRRUS CAPITAL MANAGEMENT, LLC

CIRRUS CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/21/2003

Current Firm

CIRRUS CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CIRRUS CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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