Kara B. Vance
TIMOTHY FINANCIAL COUNSEL
WHEATON, IL 60187
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CRD#: 5884759
Professional summary
Kara Beth Vance, CFP®, who also goes by Kara Vance, Kara Beth Vance, is a registered financial advisor currently at TIMOTHY FINANCIAL COUNSEL, INC. located in Wheaton, Illinois.
Kara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Kara has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Baby Boomers
College/Education Planning
Federal Employees
Generation X
Hourly
Investment Advice without Ongo...
Are you a "fiduciary"?
Yes
Aliases
Kara Vance | Kara Beth Vance
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kara Beth Vance'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®
CFP®
Start date: 2015
Experience
Current
April 7, 2016 - Present
TIMOTHY FINANCIAL COUNSEL, INC.
Office #1: 104 E. Roosevelt Road Suite 200, Wheaton, IL 60187RIA
CRD#: 123037
WHEATON, IL
Past
May 24, 2011 - February 29, 2016
MERCER GLOBAL ADVISORS INC.
RIA
CRD#: 147363
SCHAUMBURG, IL
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".
TIMOTHY FINANCIAL COUNSEL, INC.
TIMOTHY FINANCIAL COUNSEL, INC.
CRD#: 123037 / SEC#: 801-123236
RIA
Registered Investment Advisory firm - (2/14/2022 Approved)Colorado
Registered Investment Advisory firm - (3/8/2022 Terminated)Florida
Registered Investment Advisory firm - (3/1/2022 Terminated)Illinois
Registered Investment Advisory firm - (3/1/2022 Terminated)Louisiana
Registered Investment Advisory firm - (3/2/2022 Terminated)Missouri
Registered Investment Advisory firm - (3/1/2022 Terminated)Texas
Registered Investment Advisory firm - (3/1/2022 Terminated)Virginia
Registered Investment Advisory firm - (3/2/2022 Terminated)Wisconsin
Registered Investment Advisory firm - (3/1/2022 Terminated)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
Illinois(4/7/2016)
Current Firm
TIMOTHY FINANCIAL COUNSEL, INC.
TIMOTHY FINANCIAL COUNSEL, INC.
CRD#: 123037 / SEC#: 801-123236
RIA
Registered Investment Advisory firm - (2/14/2022 Approved)Colorado
Registered Investment Advisory firm - (3/8/2022 Terminated)Florida
Registered Investment Advisory firm - (3/1/2022 Terminated)Illinois
Registered Investment Advisory firm - (3/1/2022 Terminated)Louisiana
Registered Investment Advisory firm - (3/2/2022 Terminated)Missouri
Registered Investment Advisory firm - (3/1/2022 Terminated)Texas
Registered Investment Advisory firm - (3/1/2022 Terminated)Virginia
Registered Investment Advisory firm - (3/2/2022 Terminated)Wisconsin
Registered Investment Advisory firm - (3/1/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
104 E. Roosevelt Road Suite 200, Wheaton, IL 60187
Mailing Address
Phone number
(630) 681-0700
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (25 States and Territories)
Documents
Red Flags
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