Jacob Frerichs
TIMOTHY FINANCIAL COUNSEL
WHEATON, IL 60187
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CRD#: 6762168
Professional summary
Jacob Frerichs, CFP® is a registered financial advisor currently at TIMOTHY FINANCIAL COUNSEL, INC. located in Wheaton, Illinois.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jacob has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Timothy Financial offers hourl...
fee-only financial advice on m...
families and small businesses ...
insurance
retirement
estate planning
investments
transition). We manage no asse...
but would be happy to assist y...
Do you have an area of expertise or specialization?
Business Owners
Charitable Giving
Estate & Generational Planning...
Hourly
Insurance Related Issues
Retirement Planning & Distribu...
What is your minimum asset requirement?
1
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Frerichs'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: 2020
Experience
Current
September 10, 2018 - 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(9/10/2018)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
