TS
Timothy W. Spuler
TRUVINE FINANCIAL
Moorestown, NJ
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CRD#: 6983571
TS
Professional summary
Timothy Wayne Spuler is a registered financial advisor currently at TRUVINE FINANCIAL, LLC located in Moorestown, New Jersey.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Timothy has worked at 1 firm and has passed the Series 65 exam.
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.
As a Single Member LLC, in addition to Financial Planning and being a Registered Investment Advisor, Tim also consults with businesses that need accounting & financial, Supply Chain and / or general business help and support. All financial information is reported through Truvine Financial, LLC.. The consulting part of this business started at the same time as Truvine Financial. The time dedicated to this part of the business varies from week to week and month to month based on available time and requested time from the various companies that I am engaged with. Parts Life, Inc. Non Investment related 30 Twosome Drive, Moorestown, NJ 08057 DoD contractor Consulting in the finance & business area Started 2022 30 - 40 hours per month 30 - 40 hours per month Financial, General business and Supply Chain consulting Productive Plastics Non Investment related 103 W. Park Drive, Mt. Laurel, NJ 08054 Thermoforming Consulting in the finance and general business area 2020 15 - 20 hours per month 15 - 20 hours per month Finance, General business and Supply chain consulting
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Wayne Spuler'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
September 26, 2018 - Present
TRUVINE FINANCIAL, LLC
RIA
CRD#: 297939
Moorestown, NJ
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
New Jersey(9/26/2018)
IAR
Pennsylvania(10/30/2018)
Current Firm
TF
TRUVINE FINANCIAL, LLC
TRUVINE FINANCIAL, LLC
CRD#: 297939 / SEC#:
New Jersey
Registered Investment Advisory firm - (9/26/2018 Approved)Pennsylvania
Registered Investment Advisory firm - (10/30/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Moorestown, NJ
Mailing Address
Phone number
(215) 858-8448
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 15 |
| AUM (Assets Under Management) | $ 9,341,971 |
Red Flags
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