Timothy Alan Sample
CFP®Professional Summary
Timothy Alan Sample, CFP® is a registered financial advisor currently at SAMPLE FINANCIAL SOLUTIONS, LLC located in Aurora, Colorado. Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Timothy has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- “I walk this life with integrity and humility. With a focus on all-encompassing gratitude
- I seek to leave a legacy of generosity and truth to all that enter my life”
- My Story
- I have a deep passion for entrepreneurship
- real estate
- and personal wealth management. Through my own financial endeavors
- I have been an active equity investor for over 25 years and a real estate investor for over 20 years. My interest in personal finance led me to become a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
- In 2019
- I founded Sample Financial Solutions. SFS was established to assist families with their financial goals
- build wealth specializing in small business owners and real estate investors. As an independent
- fee-only fiduciary financial planner your interests are always put first.
- Prior to founding SFS
- I had a corporate career working for a fortune 500 company as a Credit Risk Manager. Working as Credit Risk Manager
- I had the opportunity to work extensively with small business owners building relationships
- reviewing businesses
- and extending credit. During this time
- I also obtained an MBA with a focus in finance and accounting.
- Born in Oregon but spending most of my childhood in California
- I moved to Colorado while in high school. Colorado is my home today. I attended the University of Denver for my undergraduate degree in biology
- University of Colorado for my master’s degree biomedical sciences
- and Regis University for my MBA.
Specializations
Biography
Happily married for the last eight years, I have the privilege of raising two wonderful little girls. In my free time, I serve as a Team Lead for The Dad’s Edge Alliance, play golf, hike, and am actively continuing my weight-loss journey. Currently, I am down 126 pounds from my peak weight, with another forty pounds to go.
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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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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Credentials
Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
SAMPLE FINANCIAL SOLUTIONS, LLC
Contact Information
Main Address
Aurora, COPhone Number
(720) 338-6242# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
89AUM (Assets Under Management)
$27,602,505Similar Advisors
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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.
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State Registrations and Notice Filings
(10/25/2019)
(7/29/2021)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Timothy Alan Sample's CRS (Customer Relationship Summary).
Services Offered by Timothy
- “I walk this life with integrity and humility. With a focus on all-encompassing gratitude
- I seek to leave a legacy of generosity and truth to all that enter my life”
- My Story
- I have a deep passion for entrepreneurship
- real estate
- and personal wealth management. Through my own financial endeavors
- I have been an active equity investor for over 25 years and a real estate investor for over 20 years. My interest in personal finance led me to become a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
- In 2019
- I founded Sample Financial Solutions. SFS was established to assist families with their financial goals
- build wealth specializing in small business owners and real estate investors. As an independent
- fee-only fiduciary financial planner your interests are always put first.
- Prior to founding SFS
- I had a corporate career working for a fortune 500 company as a Credit Risk Manager. Working as Credit Risk Manager
- I had the opportunity to work extensively with small business owners building relationships
- reviewing businesses
- and extending credit. During this time
- I also obtained an MBA with a focus in finance and accounting.
- Born in Oregon but spending most of my childhood in California
- I moved to Colorado while in high school. Colorado is my home today. I attended the University of Denver for my undergraduate degree in biology
- University of Colorado for my master’s degree biomedical sciences
- and Regis University for my MBA.
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