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Timothy Wayne Spuler

TRUVINE FINANCIAL
Moorestown, NJ
·CRD# 6983571·8 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

8 years in the financial services industry

Current & Past Employments

Current

TRUVINE FINANCIAL, LLCCurrent·CRD# 297939
RIA
Moorestown, NJ
September 26, 2018 - Present

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Current Firm

TF
TRUVINE FINANCIAL, LLC

TRUVINE FINANCIAL, LLC

CRD#: 297939
New Jersey
Registered Investment Advisory firm - New Jersey (9/26/2018 Approved)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (10/30/2018 Approved)

Contact Information

Main Address

Moorestown, NJ

Phone Number

(215) 858-8448

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

25

AUM (Assets Under Management)

$8,678,871

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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 1256-60 Glen Ave., Moorestown, NJ 08057 DoD contractor Consulting in the finance & business area Started 2022 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

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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.
IAR
New Jersey
(9/26/2018)
IAR
Pennsylvania
(10/30/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2018About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Timothy Wayne Spuler's CRS (Customer Relationship Summary).

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