Timothy T. Bodnar

HURON INVESTMENT MANAGEMENT

Chicago, IL 60654

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CRD#: 5130172

Professional summary

Timothy Thomas Bodnar is a registered financial advisor currently at HURON INVESTMENT MANAGEMENT, INC. located in Chicago, Illinois.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Timothy has worked at 8 firms and has passed the Series 63, Series 65, Series 3, Series 7 and Series 30 exams.

Question & Answer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Thomas Bodnar'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

August 7, 2012 - Present

HURON INVESTMENT MANAGEMENT, INC.

Office #1: 420 W Huron St, Chicago, IL 60654

RIA

CRD#: 164983

Chicago, IL

Past

June 3, 2011 - July 12, 2012

BEST DIRECT SECURITIES, LLC

CRD#: 146053

CEDAR FALLS, IA

Past

February 16, 2011 - September 12, 2012

PEREGRINE DIVERSIFIED INVESTMENT SERVICES CORP.

RIA

CRD#: 155820

CHICAGO, IL

Past

January 12, 2011 - December 1, 2011

MODERN CAPITAL ADVISORS, LLC

RIA

CRD#: 131117

RALEIGH, NC

Past

April 5, 2010 - February 16, 2011

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

CRD#: 130390

RALEIGH, NC

Past

September 3, 2009 - April 6, 2010

CABIN SECURITIES, INC.

CRD#: 137608

PALANTINE, IL

Past

February 18, 2008 - August 4, 2009

ZACKS INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 110897

CHICAGO, IL

Past

April 12, 2006 - January 24, 2007

ECHOTRADE LLC

CRD#: 42239

PHOENIX, AZ

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

California
(4/23/2021)

IAR

Illinois
(8/7/2012)

IAR

Indiana
(9/16/2013)

IAR

Texas
(5/10/2021)

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

Series 63

Date: 8/14/2009

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/15/2008

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 2/3/2010

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 9/2/2009

General Securities Representative Examination

Principal/Supervisory Exam

Series 30

Date: 2/3/2010

NFA Branch Manager Examination

Current Firm

HURON INVESTMENT MANAGEMENT, INC.

BODNAR, TIMOTHY THOMAS | HURON INVESTMENTS | HURON INVESTMENT MANAGEMENT, INC. | HURON INVESTMENT MANAGEMENT

CRD#: 164983 / SEC#:

California

Registered Investment Advisory firm - (4/23/2021 Approved)

Illinois

Registered Investment Advisory firm - (8/7/2012 Approved)

Indiana

Registered Investment Advisory firm - (9/16/2013 Approved)

Texas

Registered Investment Advisory firm - (5/10/2021 Approved)

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Contact information

Main Address

420 W Huron St, Chicago, IL 60654

Mailing Address

Phone number

(312) 714-9112

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	87
AUM (Assets Under Management)	$ 20,278,515

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 T. Bodnar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Thomas Bodnar's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEST DIRECT SECURITIES, LLC

PEREGRINE DIVERSIFIED INVESTMENT SERVICES CORP.

MODERN CAPITAL ADVISORS, LLC

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

CABIN SECURITIES, INC.

ZACKS INVESTMENT MANAGEMENT, INC.

ECHOTRADE LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/14/2009

Series 65

Date: 2/15/2008

Series 3

Date: 2/3/2010

Series 7

Date: 9/2/2009

Series 30

Date: 2/3/2010

Current Firm

HURON INVESTMENT MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HURON INVESTMENT MANAGEMENT, INC.

TRUST BUT VERIFY

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