Hoan S. Taussig
TIMOTHY FINANCIAL COUNSEL
WHEATON, IL 60187
Some features on this profile are disabled
CRD#: 6008600
Professional summary
Hoan Sieu Taussig, CFP®, who also goes by Hoan Sieu Lamson, is a registered financial advisor currently at TIMOTHY FINANCIAL COUNSEL, INC. located in Wheaton, Illinois.
Hoan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Hoan has worked at 1 firm .
Biography
Hoan received the "2012 Five Star Wealth Managers Award", a select group, representing less than 3 percent of the wealth managers in the Chicago area for providing quality services.
Question & Answer
What are your service offerings?
Retirement Planning
Small Business Planning
Divorce Planning
Tax Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
College/Education Planning
Hourly
Investment Advice without Ongo...
Retirement Plan Investment Adv...
Tax Planning
Women's Financial Planning Iss...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Hoan Sieu Lamson
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 Hoan Sieu Taussig'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: 2011
Experience
Current
December 16, 2011 - Present
TIMOTHY FINANCIAL COUNSEL, INC.
Office #1: 104 E. Roosevelt Road Suite 200, Wheaton, IL 60187RIA
CRD#: 123037
WHEATON, 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(12/16/2011)
Exams
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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