TT
Timothy S. Tuinstra
CALDER FINANCIAL GROUP
WINONA, MN
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CRD#: 7226346
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Professional summary
Timothy Scott Tuinstra is a registered financial advisor currently at CALDER FINANCIAL GROUP located in Winona, Minnesota.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Timothy has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
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.
1.Tax Planning and Advice as Tim Tuinstra Tax Planning. a.Nature: Tax discussion and planning as well as tax return preparation for a limited number of clients. b.Investment Related: No c.Number of hours per month: 20 Number during trading hours: 15 d.Start Date 05/07/2021 e.Address: 1211 Glen Echo Rd., Winona, MN 55987, United States f.Description: I will provide tax direction and planning for my clients. As an Enrolled Agent with the IRS, I may provide filing of tax returns for a limited number of clients through Federal Direct Tax Services. 2.Driving for hire. a.Nature: Driving passengers for hire part time through Lyft or Uber. part time while growing my client base. b.Investment Related: No c.Number of hours per month: 20 Number during trading hours: 10 d.Start Date 01/09/2023 e.Address: 1211 Glen Echo Rd., Winona, MN 55987, United States f.Description: I drive passengers part time while growing my client base. These services are provided primarily during non-business hours to avoid conflict with meetings and client service. 3.Conrad's Quality Painting. a.Nature: Painting and light prep work on residential and small commercial projects, both interior and exterior. b.Investment Related: No c.Number of hours per month: 24 Number during trading hours: 10 d.Start Date 05/02/2023 e.Address: 1211 Glen Echo Rd., Winona, MN 55987, United States f.Description: I assist and supervise my son as we work together to teach him how to operate his own business and develop work ethic.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Scott Tuinstra'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, 2023 - Present
CALDER FINANCIAL GROUP
RIA
CRD#: 143973
WINONA, MN
Past
June 3, 2020 - August 21, 2023
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
WINONA, MN
Past
February 25, 2020 - August 21, 2023
SECURITIES AMERICA, INC.
BD
CRD#: 10205
WINONA, MN
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".
CF
CALDER FINANCIAL GROUP
CALDER CONSULTING GROUP | TUINSTRA TAX PLANNING | CALDER INVESTMENT ADVISORS | CALDER FINANCIAL GROUP
CRD#: 143973 / SEC#: 801-67907
RIA
Registered Investment Advisory firm - (5/21/2007 Approved)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
Michigan(9/28/2023)
IAR
Minnesota(9/26/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/25/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
CF
CALDER FINANCIAL GROUP
CALDER CONSULTING GROUP | TUINSTRA TAX PLANNING | CALDER INVESTMENT ADVISORS | CALDER FINANCIAL GROUP
CRD#: 143973 / SEC#: 801-67907
RIA
Registered Investment Advisory firm - (5/21/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7504 Thornapple River Dr. Se, Ada, MI 49301
Mailing Address
Phone number
(616) 235-2442
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,319 |
| AUM (Assets Under Management) | $ 260,700,000 |
Red Flags
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