Tj A. Binkowski

NARROW ROAD FINANCIAL PLANNING

ADAMS, TN

Some features on this profile are disabled

CRD#: 7541916

Professional summary

Tj Anthony Binkowski, who also goes by Tj Anthony Binkowski, is a registered financial advisor currently at NARROW ROAD FINANCIAL PLANNING LLC located in Adams, Tennessee.

Tj is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Tj has worked at 7 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tj Anthony Binkowski

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tj Anthony Binkowski'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®

None

Experience

Current

January 2, 2025 - Present

NARROW ROAD FINANCIAL PLANNING LLC

RIA

CRD#: 334228

ADAMS, TN

Past

October 7, 2024 - December 2, 2024

OSAIC INSTITUTIONS, INC.

RIA

CRD#: 35371

Clarksville, TN

Past

October 7, 2024 - December 2, 2024

OSAIC INSTITUTIONS, INC.

CRD#: 35371

Clarksville, TN

Past

February 9, 2024 - September 24, 2024

EDWARD JONES

RIA

CRD#: 250

CLARKSVILLE, TN

Past

February 9, 2024 - September 24, 2024

EDWARD JONES

CRD#: 250

CLARKSVILLE, TN

Past

March 15, 2023 - January 24, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

CLARKSVILLE, TN

Past

March 15, 2023 - January 24, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

CLARKSVILLE, TN

Past

November 2, 2022 - March 16, 2023

GOLD MEDAL WATERS, INC.

RIA

CRD#: 132294

ADAMS, TN

Past

July 11, 2022 - August 22, 2022

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

CLARKSVILLE, TN

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

Tennessee
(1/2/2025)

IAR

Texas
(7/17/2025)

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

State Security Law Exam

IAR

Series 66

Date: 7/19/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/9/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/26/2022

Securities Industry Essentials Examination

Current Firm

NARROW ROAD FINANCIAL PLANNING LLC

CRD#: 334228 / SEC#:

Tennessee

Registered Investment Advisory firm - (1/2/2025 Approved)

Texas

Registered Investment Advisory firm - (6/17/2025 Conditional Restricted)

Wisconsin

Registered Investment Advisory firm - (12/4/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Adams, TN

Mailing Address

Phone number

(931) 257-8200

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	26
AUM (Assets Under Management)	$ 1,773,266

Red Flags

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

Helena, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

Estero, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Tj A. Binkowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tj Anthony Binkowski's CRS (Customer Relationship Summary).

Certified licenses

Experience

NARROW ROAD FINANCIAL PLANNING LLC

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC.

EDWARD JONES

EDWARD JONES

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

GOLD MEDAL WATERS, INC.

FIRST COMMAND BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/19/2022

Series 7TO

Date: 7/9/2022

SIE

Date: 5/26/2022

Current Firm

NARROW ROAD FINANCIAL PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NARROW ROAD FINANCIAL PLANNING LLC

TRUST BUT VERIFY

Similar Advisors