Timothy J. Power

BALANCE WEALTH

WORTHINGTON, OH 43085

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CRD#: 4746589

Professional summary

Timothy Jefferson Power, who also goes by Tim Power, Timothy J Power, is a registered financial advisor currently at BALANCE WEALTH located in Worthington, Ohio.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Timothy has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tim Power | Timothy J Power

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.

1.) TIMOTHY JEFFERSON POWER; INVESTMENT-RELATED BUSINESS; PRIVATE RESIDENCE, AUSTIN, TEXAS; INSURANCE AGENCY; INSURANCE AGENT; JUNE 8, 2009 START DATE; 5 HOURS/MONTH DEVOTED; 5 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; INSURANCE SALES DUTIES. 2.) TIMOTHY JEFFERSON POWER; NOT INVESTMENT RELATED; PRIVATE RESIDENCE, AUSTIN, TEXAS; ARTIST; JANUARY 2015 START DATE; 20 HOURS/MONTH DEVOTED; 10 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ALL OPERATIONS AND SALES DUTIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Jefferson Power's CRS (Customer Relationship Summary).

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

March 15, 2024 - Present

BALANCE WEALTH

Office #1: 5701 North High Street Suite 100, Worthington, OH 43085

RIA

CRD#: 329589

WORTHINGTON, OH

Past

March 5, 2021 - June 7, 2024

WEALTHSOURCE®

RIA

CRD#: 282202

AUSTIN, TX

Past

July 18, 2016 - April 21, 2021

SUREPATH WEALTH MANAGEMENT

RIA

CRD#: 283458

Frisco, TX

Past

June 17, 2010 - July 21, 2016

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

WALTHAM, MA

Past

June 30, 2009 - July 21, 2016

NYLIFE SECURITIES LLC

CRD#: 5167

WALTHAM, MA

Past

February 17, 2009 - June 11, 2009

SOUTHRIDGE INVESTMENT GROUP LLC

CRD#: 45531

RIDGEFIELD, CT

Past

July 2, 2007 - January 12, 2009

BLACKROCK FINANCIAL MANAGEMENT, INC

RIA

CRD#: 107105

NEW YORK, NY

Past

March 15, 2007 - January 12, 2009

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

BOSTON, MA

Past

February 20, 2004 - November 7, 2006

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

CRD#: 487

CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BALANCE WEALTH

BALANCE WEALTH | BALANCE WEALTH, LLC | BALANCE WEALTH PARTNERS LLC

CRD#: 329589 / SEC#: 801-131997

RIA

Registered Investment Advisory firm - (2/18/2025 Approved)

Ohio

Registered Investment Advisory firm - (4/30/2025 Terminated)

Texas

Registered Investment Advisory firm - (4/30/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(3/15/2024)

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: 6/26/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/21/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/21/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/18/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/19/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BALANCE WEALTH

BALANCE WEALTH | BALANCE WEALTH, LLC | BALANCE WEALTH PARTNERS LLC

CRD#: 329589 / SEC#: 801-131997

RIA

Registered Investment Advisory firm - (2/18/2025 Approved)

Ohio

Registered Investment Advisory firm - (4/30/2025 Terminated)

Texas

Registered Investment Advisory firm - (4/30/2025 Terminated)

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Contact information

Main Address

5701 North High Street Suite 100, Worthington, OH 43085

Mailing Address

Phone number

(800) 551-7787

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-08-06 BALANCE WEALTH FORM ADV PART 2A (8/6/2025)

Regulatory assets under management

Total Number of Accounts	2,019
AUM (Assets Under Management)	$ 348,405,283

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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Advisor Monitoring

Firm Stability Insights

Timothy J. Power

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Jefferson Power's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHSOURCE®

SUREPATH WEALTH MANAGEMENT

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

SOUTHRIDGE INVESTMENT GROUP LLC

BLACKROCK FINANCIAL MANAGEMENT, INC

BLACKROCK INVESTMENTS, LLC

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

BALANCE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 6/26/2007

Series 63

Date: 5/21/2004

SIE

Date: 7/21/2016

Series 7

Date: 7/18/2005

Series 6

Date: 2/19/2004

Current Firm

BALANCE WEALTH

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BALANCE WEALTH

TRUST BUT VERIFY

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