AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
TM

Timothy John Mack

WILLIAM MACK & ASSOCIATES
TROY, MI
·CRD# 8004572·1 year experience

Professional Summary

Timothy John Mack, who also goes by Tj Mack, is a registered financial advisor currently at WILLIAM MACK & ASSOCIATES INC located in Troy, Michigan. Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. 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

Tj Mack

Blog Corner

Similar Advisors

WEST BLOOMFIELD, MI · CRD#
View profile
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#
AM
Avery Tyrone Marsh

PFS INVESTMENTS INC.

TROY, MI · CRD#

Contact Information

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

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#
AM
Avery Tyrone Marsh

PFS INVESTMENTS INC.

TROY, MI · CRD#

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.

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#
AM
Avery Tyrone Marsh

PFS INVESTMENTS INC.

TROY, MI · CRD#

Years of Experience

1 years in the financial services industry

Current & Past Employments

WILLIAM MACK & ASSOCIATES INC·CRD# 107377
RIA
1301 W. Long Lake Rd., Suite 115, Troy, MI 48098
June 10, 2025 - Present

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#
AM
Avery Tyrone Marsh

PFS INVESTMENTS INC.

TROY, MI · CRD#

Current Firm

WM
WILLIAM MACK & ASSOCIATES INC

MACK WILLIAM & ASSOCIATES INC | WILLIAM MACK & ASSOCIATES INC

CRD#: 107377 / SEC#: 801-42259
RIA
Registered Investment Advisory firm - SEC (9/3/1992 Approved)

Contact Information

Main Address

1301 W. Long Lake Rd., Suite 115, Troy, MI 48098

Phone Number

(248) 643-4310

# of Employees

22

SEC notice filing (15 States and Territories)

Registered to provide investment advisory services in 15 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WMA ADV 2A BROCHURE (4/1/2026)

Regulatory Assets Under Management

Total Number of Accounts

952

AUM (Assets Under Management)

$1,034,607,199

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#
AM
Avery Tyrone Marsh

PFS INVESTMENTS INC.

TROY, MI · CRD#

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.

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#
AM
Avery Tyrone Marsh

PFS INVESTMENTS INC.

TROY, MI · CRD#

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".
WM
WILLIAM MACK & ASSOCIATES INC

MACK WILLIAM & ASSOCIATES INC | WILLIAM MACK & ASSOCIATES INC

CRD#: 107377 / SEC#: 801-42259
RIA
Registered Investment Advisory firm - SEC (9/3/1992 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.
IAR
Michigan
(6/10/2025)

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

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 2025About the Series 65 exam

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#
AM
Avery Tyrone Marsh

PFS INVESTMENTS INC.

TROY, MI · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Timothy John Mack's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#
AM
Avery Tyrone Marsh

PFS INVESTMENTS INC.

TROY, MI · CRD#
TM
Follow Timothy
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required