TB
Timothy S. Beldner
AUSDAL FINANCIAL PARTNERS
Mint Hill, NC 28227
Some features on this profile are disabled
CRD#: 5309491
TB
Professional summary
Timothy Scott Beldner, who also goes by Timothy Beldner, is a registered financial advisor currently at AUSDAL FINANCIAL PARTNERS, INC. located in Mint Hill, North Carolina.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Timothy has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Timothy Beldner
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.
ELIOR REALTY; INVESTMENT RELATED; MINT HILL, NC; REAL ESTATE; OWNER; ACTIVITY BEGAN 04/2017; I DEVOTE APPX 2-5 HOURS ON THIS ACTIVITY DURING TRADING HOURS;OWNER OF REAL ESTATE THAT HOUSES OFFICE. CIANA III LLC; INVESTMENT RELATED; KIRKWOOD, MO; RESIDENTIAL DEVELOPMENT; PASSIVE INVESTOR; ACTIVITY BEGAN 2016; AS A PASSIVE INVESTOR I DEVOTE NO TIME TO THIS ACTIVITY. CIANA VII LLC; INVESTMENT RELATED; KIRKWOOD, MO; RESIDENTIAL DEVELOPMENT; PASSIVE INVESTOR; ACTIVITY BEGAN IN 2018; AS A PASSIVE INVESTOR I DEVOTE NO TIME TO THIS ACTIVITY. CIANA V LLC; INVESTMENT RELATED; RICHMOND HEIGHTS, MO; FAMILY OWNED REAL ESTATE; PASSIVE INVESTOR; ACTIVITY BEGAN IN SEPT 2015; AS AN INVESTOR I DEVOTE NO TIME TO THIS ACTIVITY. MINT HILL HOLDING COMPANY LLC; NON-INVESTMENT RELATED; MINT HILL, NC; HOLDING COMPANY; OWNER; ACTIVITY BEGAN 07/2020; I DEVOTE NO TIME TO THIS ACTIVITY; OWNER OF HOLDING COMPANY. MINT HILL INSURANCE SERVICES; INVESTMENT RELATED; MINT HILL, NC; SALE OF INSURANCE PRODUCTS; AGENT; ACTIVITY BEGAN 07/2020; I DEVOTE APPX 10 HOURS TO THIS ACTIVITY WITH 6 HOURS DURING TRADING HOURS; SALE OF INSURANCE PRODUCTS TO CLIENTS. INSURANCE SALES OF FIXED INSURANCE PRODUCTS INCLUDING LIFE AND DISABILITY INSURANCE; INVESTMENT RELATED; MINT HILL , NC; ACT AS AN INSURANCE AGENT ; ACTIVITY BEGAN 2007; I DEVOTE APPX 20 HOURS PER MONTH ALL DURING TRADING HOURS; ASSIST CLIENTS IN OBTAINING LIFE AND DISABILITY INSURANCE AS PART OF THIER FINANCIAL PLANNING NEEDS. MINT HILL CAPITAL HOLDING COMPANY, LLC; INVESTMENT RELATED, MINT HILL NC; INVESTMENT OF COMMERCIAL PROPERTIES FOR PROFIT; OWNER/MANAGER/CEO; JANUARY 2021; I DEVOTE 5 HOURS PER MONTH WITH 2 OF THOSE HOURS DURING TRADING TO THIS ACTIVITY; THIS IS A HOLDING COMPANY FOR PRIVATE PLACEMENT REG D REAL ESTATE OFFERINGS; RESPONSIBLE FOR DIRECT OPERATIONS OF REAL ESTATE THIS ENTITY HOLDS. MINT HILL CAPITAL1; INVESTMENT RELATED; MINT HILL, NC; REAL ESTATE PROPERTY INVESTMENT AND MANAGEMENT; CEO; ACTIVITY BEGAN NOV 2020; I DEVOTE 50 HOURS PER MONTH WITH 40 OF THOSE HOURS DURING TRADING ACTIVITY PER MONTH; SECURE CAPITAL FROM ACCREDITED INVESTORS TO PURCHASE AND DEVELOP REAL ESTATE HOLDINGS. MINT HILL CAPITAL 2; INVESTMENT RELATED; MINT HILL, NC; REAL ESTATE PROPERTY INVESTMENT AND MANAGEMENT; ACTIVITY TO BEGIN IN SEPT/OCT 2022; I DEVOTE APPX 2 HOURS PER MONTH TO THIS ACTIVITY ALL DURING TRADING HOURS; SECURE CAPITAL FROM ACCREDITED INVESTORS TO PURCHASE AND DEVELOP REAL ESTATE HOLDINGS. BELDNER FINANCIAL GROUP, LLC; INVESTMENT RELATED; MARYLAND HEIGHTS, MO; HOLDING COMPANY; OWNER; ACTIVITY BEGAN 03/2020; I DEVOTE APPX 2 HOURS PER MONTH ALL DURING TRADING HOURS TO THIS ACTIVITY; HOLDING COMPANY RELATED FILINGS. TUCKER FURNITURE AND APPLIANCES; NOT INVESTMENT RELATED; MIDLAND, NC; FURNITURE AND APPLIANCE SALES; SILENT PARTNER; ACTIVITY BEGAN FEBRUARY 2022; I DEVOTE APPX 6 HOURS PER MONTH WITH 2 OF THOSE HOURS DURING TRADING HOURS TO THIS ACTIVITY; WORK WITH MANAGER ON DEVELOPING BUSINESS. TUCKER REAL ESTATE HOLDING, LLC; NOT INVESTMENT RELATED; MIDLAND, NC; WAREHOUSE FACILITY; OWNER; ACTIVITY BEGAN FEBRUARY 2022; I DEVOTE 2 HOURS TO THIS ACTIVITY ALL DURING TRADING HOURS; RENT COLLECTION AND BUILDING MAINTENANCE. BELDNER HOLDING, LLC; NOT INVESTMENT RELATED; MINT HILL, NC; HOLDING COMPANY; SHAREHOLDER; ACTIVITY BEGAN JULY 2024; I DEVOTE APPX 1 HOUR PER MONTH DURING TRADING HOURS TO THIS ACTIVITY;1% MINORITY OWNER IN OWNERSHP GROUP WITH THE ASSET HELD IN BELDNER HOLDING, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Scott Beldner's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Timothy Scott Beldner'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®
NoneExperience
Current
July 31, 2020 - Present
AUSDAL FINANCIAL PARTNERS, INC.
Office #1: 7540 Matthews Mint Hill Road, Mint Hill, NC 28227RIA
BD
CRD#: 7995
Mint Hill, NC
Current
July 31, 2020 - Present
AUSDAL FINANCIAL PARTNERS, INC.
Office #1: 7540 Matthews Mint Hill Road, Mint Hill, NC 28227RIA
BD
CRD#: 7995
Mint Hill, NC
Past
August 5, 2010 - August 6, 2020
LARSON FINANCIAL SECURITIES, LLC
BD
CRD#: 152517
Mint Hill, NC
Past
August 6, 2008 - August 6, 2020
LARSON FINANCIAL GROUP, LLC
RIA
CRD#: 140599
Mint Hill, NC
Past
February 25, 2008 - August 5, 2010
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
MINNEAPOLIS, MN
Past
June 29, 2007 - August 5, 2010
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
MINNEAPOLIS, MN
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".
AUSDAL FINANCIAL PARTNERS, INC.
1ST INSURANCE AGENCY | WPF WEALTH MANAGEMENT | WILSON WEALTH MANAGEMENT | WILSON CAPITAL MANAGEMENT | WILLY MIRANDA | WENGER FINANCIAL GROUP | WEALTH QC | WEALTH ADVISORS FINANCIAL GROUP, INC | WEALTH ADVISORS FINANCIAL GROUP | WATERSEED WEALTH MANAGEMENT | TOWER FINANCIAL MANAGEMENT COMPANY | TK FINANCIAL | TJ SULLIVAN & COMPANY | TIMBERLAND FINANCIAL GROUP | THOMAS G. SCHAEFER & ASSOCIATES | THE WENSTRUP COMPANY | THE SERPE INSURANCE AGENCY | THE ONLY CORNERSTONE | THE MCCAUSLAND GROUP | THE LANCASTER COMPANY | THE CF PARTNERS | STRAUTS CAPITAL MANAGEMENT | STRATEGIC FINANCIAL PLANNING | STERLING FINANCIAL ADVISORY SERVICES | SMITH INS & FINANCIAL | SLJ FINANCIAL | SILVER BIRCH CAPITAL ADVISORS | SHAMROCK FINANCIAL PLANNING | SEMRAU WEALTH STRATEGIES | SEABREEZE WEALTH MANAGEMENT | SCHNEIDER CONSULTANTS | SCHMIDT WEALTH MANAGEMENT | SBS STAR | SAN DIEGO FINANCIAL | SALTIEL WEALTH MANAGEMENT | SAFE HARBOR RETIREMENT CONSULTANTS | ROBERT B. AUSDAL & CO. INC. | RIVERSTONE ASSET MANAGEMENT | RETIREWELL USA | R-AXIS | Q C SECURE SOLUTIONS | PRAXIS CAPITAL AND INVESTMENT MANAGEMENT | PAXTON FINANCIAL SERVICES | PASSPORT WEALTH MANAGEMENT | OCEAN CREST WEALTH MANAGEMENT | NEWMAN & ASSOCIATES | NESTON WEALTH MANAGEMENT | MISSION CRITICAL FPI | MINT HILL WEALTH | MCLEMORE FINANCIAL | MCCAUSLAND GROUP | MBC INSURANCE GROUP | M. BROWN FINANCIAL ADVISORS | LICHTFUSS FINANCIAL SERVICES | LEONARD DIGATE INCOME PLANNING | KVASNICKA & KNEIP | KRM FINANCIAL SERVICES | KENTWOOD HOLDINGS, INC | KARSTENSON FINANCIAL SERVICES | JULIAN FINANCIAL GROUP | JOAN K. JOHNSON FINANCIAL | JML THE LANCASTER CO | JANKOWSKI FINANCIAL SERVICES | INTERVEST INTERNATIONAL, INC. | INTERVEST INTERNATIONAL EQUITIES CORPORATION | INTEGRITY FINANCIAL STRATEGIES | INSIGNIA WEALTH MANAGEMENT | INDIANO & COMPANY CPA'S INC | HOMER FINANCIAL INC | HINSDALE CAPITAL INVESTMENTS | HERITAGE PARTNERS | HANSON FINANCIAL | HALL FINANCIAL PARTNERS | GREENWAY ADVISORS | GRANITE INVESTMENT SERVICE | GOLDEN TRIANGLE FINANCIAL | GOLDEN IVY ASSOCIATES | GILBERTSEN FINANCIAL GROUP | FROMM INVESTMENT MANAGEMENT | FROLICSTEIN FINANCIAL WEALTH MANAGEMENT | FREEDOM FINANCIAL GROUP | FOX VALLEY FINANCIAL | FIRST GEN PLANNING | FETTIG & ASSOCIATES | FARLEY FINANCIAL | ENGEL WEALTH MANAGEMENT | ELLEFSON AND ASSOCIATES | DURMENT FINANCIAL PLANNING | DOWLING LEGACY AND RETIREMENT | DENNIS A. LIPOFF, PH.D & ASSOCIATES, LTD | DENIM AND DIAMONDS FINANCIAL SOLUTIONS | DEAN JOHNSON ADVISORY | DAVIS WEALTH ADVISORS | DANIELS, ALEXANDER & DANIELS | CROSS WALK WEALTH MANAGEMENT | CORNERSTONE ASSET MANAGEMENT GROUP, LLC | CLARITY GROUP MIDWEST | CHOICES FINANCIAL SERVICES | CHICAGO FINANCIAL ADVISORS | CARR WEALTH MANAGEMENT | CAPITAL BUSINESS STRATEGIES | C&C ASSET MANAGEMENT | BURGOYNE WEALTH MANAGEMENT | BIG TIMBER WEALTH MANAGEMENT | BEVERLY CURMANSKIE FINANCIAL, LLC | BERMAN CAPITAL MANAGEMENT AND RESEARCH | BCH WEALTH MANAGEMENT | BATLINER AND ASSOCIATES | B & N FINANCIAL | AUSDAL FINANCIAL PARTNERS, INC. | ARMOUR CAPITAL, LLC | ARBLASTER CONSULTING | APERATURE WEALTH PARTNERS | AMERICAN IRA ADVISOR | ALBERTS WEALTH ADVISORS, LLC
CRD#: 7995 / SEC#: 801-69266, 8-24519
RIA
Registered Investment Advisory firm - SEC (6/5/2008 Approved)California
Registered Investment Advisory firm - SEC (6/5/2008 Terminated)Florida
Registered Investment Advisory firm - SEC (6/5/2008 Terminated)Illinois
Registered Investment Advisory firm - SEC (6/5/2008 Terminated)Iowa
Registered Investment Advisory firm - SEC (6/6/2008 Terminated)Texas
Registered Investment Advisory firm - SEC (6/5/2008 Terminated)Washington
Registered Investment Advisory firm - SEC (6/5/2008 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/31/2020)
RR
Arizona(7/31/2020)
RR
Arkansas(7/31/2020)
RR
California(7/31/2020)
RR
Colorado(7/31/2020)
RR
Connecticut(5/13/2021)
RR
District of Columbia(7/31/2020)
RR
Florida(7/31/2020)
IAR
Florida(8/3/2020)
RR
Georgia(7/31/2020)
RR
Idaho(10/7/2020)
RR
Illinois(7/31/2020)
RR
Indiana(5/13/2022)
RR
Iowa(7/31/2020)
RR
Kansas(7/31/2020)
RR
Kentucky(7/31/2020)
RR
Maryland(7/31/2020)
RR
Massachusetts(12/14/2020)
RR
Michigan(1/19/2021)
RR
Minnesota(7/31/2020)
RR
Mississippi(1/4/2023)
RR
Missouri(7/31/2020)
RR
Montana(7/31/2020)
RR
Nebraska(7/31/2020)
RR
Nevada(7/31/2020)
RR
New York(2/4/2021)
RR
North Carolina(7/31/2020)
IAR
North Carolina(7/31/2020)
RR
North Dakota(11/5/2020)
RR
Ohio(7/31/2020)
RR
Oregon(7/31/2020)
RR
Pennsylvania(3/4/2021)
RR
South Carolina(7/31/2020)
RR
South Dakota(7/31/2020)
RR
Texas(7/31/2020)
IAR
Texas(7/31/2020)
RR
Virginia(7/31/2020)
RR
Washington(7/31/2020)
RR
Wisconsin(7/31/2020)
RR
Wyoming(3/16/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AUSDAL FINANCIAL PARTNERS, INC.
1ST INSURANCE AGENCY | WPF WEALTH MANAGEMENT | WILSON WEALTH MANAGEMENT | WILSON CAPITAL MANAGEMENT | WILLY MIRANDA | WENGER FINANCIAL GROUP | WEALTH QC | WEALTH ADVISORS FINANCIAL GROUP, INC | WEALTH ADVISORS FINANCIAL GROUP | WATERSEED WEALTH MANAGEMENT | TOWER FINANCIAL MANAGEMENT COMPANY | TK FINANCIAL | TJ SULLIVAN & COMPANY | TIMBERLAND FINANCIAL GROUP | THOMAS G. SCHAEFER & ASSOCIATES | THE WENSTRUP COMPANY | THE SERPE INSURANCE AGENCY | THE ONLY CORNERSTONE | THE MCCAUSLAND GROUP | THE LANCASTER COMPANY | THE CF PARTNERS | STRAUTS CAPITAL MANAGEMENT | STRATEGIC FINANCIAL PLANNING | STERLING FINANCIAL ADVISORY SERVICES | SMITH INS & FINANCIAL | SLJ FINANCIAL | SILVER BIRCH CAPITAL ADVISORS | SHAMROCK FINANCIAL PLANNING | SEMRAU WEALTH STRATEGIES | SEABREEZE WEALTH MANAGEMENT | SCHNEIDER CONSULTANTS | SCHMIDT WEALTH MANAGEMENT | SBS STAR | SAN DIEGO FINANCIAL | SALTIEL WEALTH MANAGEMENT | SAFE HARBOR RETIREMENT CONSULTANTS | ROBERT B. AUSDAL & CO. INC. | RIVERSTONE ASSET MANAGEMENT | RETIREWELL USA | R-AXIS | Q C SECURE SOLUTIONS | PRAXIS CAPITAL AND INVESTMENT MANAGEMENT | PAXTON FINANCIAL SERVICES | PASSPORT WEALTH MANAGEMENT | OCEAN CREST WEALTH MANAGEMENT | NEWMAN & ASSOCIATES | NESTON WEALTH MANAGEMENT | MISSION CRITICAL FPI | MINT HILL WEALTH | MCLEMORE FINANCIAL | MCCAUSLAND GROUP | MBC INSURANCE GROUP | M. BROWN FINANCIAL ADVISORS | LICHTFUSS FINANCIAL SERVICES | LEONARD DIGATE INCOME PLANNING | KVASNICKA & KNEIP | KRM FINANCIAL SERVICES | KENTWOOD HOLDINGS, INC | KARSTENSON FINANCIAL SERVICES | JULIAN FINANCIAL GROUP | JOAN K. JOHNSON FINANCIAL | JML THE LANCASTER CO | JANKOWSKI FINANCIAL SERVICES | INTERVEST INTERNATIONAL, INC. | INTERVEST INTERNATIONAL EQUITIES CORPORATION | INTEGRITY FINANCIAL STRATEGIES | INSIGNIA WEALTH MANAGEMENT | INDIANO & COMPANY CPA'S INC | HOMER FINANCIAL INC | HINSDALE CAPITAL INVESTMENTS | HERITAGE PARTNERS | HANSON FINANCIAL | HALL FINANCIAL PARTNERS | GREENWAY ADVISORS | GRANITE INVESTMENT SERVICE | GOLDEN TRIANGLE FINANCIAL | GOLDEN IVY ASSOCIATES | GILBERTSEN FINANCIAL GROUP | FROMM INVESTMENT MANAGEMENT | FROLICSTEIN FINANCIAL WEALTH MANAGEMENT | FREEDOM FINANCIAL GROUP | FOX VALLEY FINANCIAL | FIRST GEN PLANNING | FETTIG & ASSOCIATES | FARLEY FINANCIAL | ENGEL WEALTH MANAGEMENT | ELLEFSON AND ASSOCIATES | DURMENT FINANCIAL PLANNING | DOWLING LEGACY AND RETIREMENT | DENNIS A. LIPOFF, PH.D & ASSOCIATES, LTD | DENIM AND DIAMONDS FINANCIAL SOLUTIONS | DEAN JOHNSON ADVISORY | DAVIS WEALTH ADVISORS | DANIELS, ALEXANDER & DANIELS | CROSS WALK WEALTH MANAGEMENT | CORNERSTONE ASSET MANAGEMENT GROUP, LLC | CLARITY GROUP MIDWEST | CHOICES FINANCIAL SERVICES | CHICAGO FINANCIAL ADVISORS | CARR WEALTH MANAGEMENT | CAPITAL BUSINESS STRATEGIES | C&C ASSET MANAGEMENT | BURGOYNE WEALTH MANAGEMENT | BIG TIMBER WEALTH MANAGEMENT | BEVERLY CURMANSKIE FINANCIAL, LLC | BERMAN CAPITAL MANAGEMENT AND RESEARCH | BCH WEALTH MANAGEMENT | BATLINER AND ASSOCIATES | B & N FINANCIAL | AUSDAL FINANCIAL PARTNERS, INC. | ARMOUR CAPITAL, LLC | ARBLASTER CONSULTING | APERATURE WEALTH PARTNERS | AMERICAN IRA ADVISOR | ALBERTS WEALTH ADVISORS, LLC
CRD#: 7995 / SEC#: 801-69266, 8-24519
RIA
Registered Investment Advisory firm - SEC (6/5/2008 Approved)California
Registered Investment Advisory firm - SEC (6/5/2008 Terminated)Florida
Registered Investment Advisory firm - SEC (6/5/2008 Terminated)Illinois
Registered Investment Advisory firm - SEC (6/5/2008 Terminated)Iowa
Registered Investment Advisory firm - SEC (6/6/2008 Terminated)Texas
Registered Investment Advisory firm - SEC (6/5/2008 Terminated)Washington
Registered Investment Advisory firm - SEC (6/5/2008 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information
Main Address
5187 Utica Ridge Rd, Davenport, IA 52807
Mailing Address
5187 Utica Ridge Rd, Davenport, IA 52807
Phone number
(563) 326-2064
Established
Iowa since 08/13/1979
Firm type
Corporation
Fiscal year end
January
Firm Size
Medium
# of Employees
405
SEC notice filing (51 States and Territories)
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| AFP HOLDCO, LLC | SHAREHOLDER | |
| HICKS, JOHN BRYAN | SHAREHOLDER,VICE PRESIDENT, BOARD MEMBER | |
| ROBERTS, DAVID BRUCE | VICE PRESIDENT, SHAREHOLDER, BOARD MEMBER | |
| SHUMBERG, IVANA M | FINOP | 3167225 |
| SIMPSON, JAMES JEFFERSON | SHAREHOLDER, CEO, BOARD MEMBER | 2204191 |
| WESTCOMB, NATHAN DAVID | CHIEF COMPLIANCE OFFICER | 6342420 |
Regulatory assets under management
| Total Number of Accounts | 10,402 |
| AUM (Assets Under Management) | $ 2,134,630,563 |
Disclosures
| Regulatory Event | 1 |
| Arbitration | 1 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/27/2025 | ||
| 04/08/2024 | ||
| 01/31/2023 |
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.
