wiseradvisor.com
  • About Us
  • Benefits
  • Learn More
  • Contact Us

Edward Jones

Edward Jones | Financial Advisor in Olympia ,WA
Timothy Scheuffele

Timothy Scheuffele




Address:
1200 Cooper Point Rd S W
Olympia, WA 98502

Map it | Directions | Website


(360) 358-5927

9 Years of Experience

  • Series 7, 66
  • CRD# 4709036

Offers & Pledges

  • I provide a free initial consultation:

Your investing needs are as unique as you, probably with many long-term goals and even more day-to-day financial demands. So where do you start?

Edward Jones can help. A financial advisor will meet with you face to face to talk about where you stand now and what your needs are. That way, we can understand what you're trying to achieve and help you get there


  • HighLights

HIGHLIGHTS

General Information
Name of Broker/Dealer: Edward Jones
States Licensed in: WA, OR, CA, AK, AZ, HI, ID, FL, ME, NC, NJ, NV, SD, TX, VA, WY
Number of Years with Current Firm: 2
I work with the following types of clients: Businesses , Individual Investors , Non-Profit Organizations


Services
Investment Types: Annuities , Mutual Funds , Bonds , Stocks , Insurance , Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)


Qualifications & Memberships
Insurance and Annuity Licenses: Disability , Annuity , Variable Life , Long Term Care , Life , Variable Annuity
Non-Financial Organization Memberships: Gateway Rotary Club


Firm Information
Number of Advisors in Office: Up to 10 employees
I work with clients as part of a team: Yes


Compliance
Registered Investment Advisor: Yes
Registered Representative: Yes
Investment Advisor Representative: Yes
Compliance Disclosures in Last 5 years: I have a clean record
Criminal Disclosures in Last 5 years: I have a clean record


Compensation & Fees
Fee Structure: I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts: $50,000
Compensation Methods: Commissions , Flat Fee


Articles

Eight tax tips that will save you time and money
When all the holiday dust settles, tax time begins for millions of Americans. Regardless of when you file, follow these tips to make preparing your 2010 taxes easier. more

Roth IRA Conversion Points to Consider
It seems that nearly every day, some sort of advertisement, article or promotion regarding the 2010 changes for Roth IRA conversions comes our way. This is a potentially great option for some individuals. However, most of what we see looks more like a sales pitch than real financial advice. more

Make your money work for you with pain-free spending cuts
The best way to start evaluating your finances is to compare your monthly income and expenses. This is the scary part, but it's the necessary first step to keeping more of your money in your pocket where it belongs. more

Schedule a Free Initial Consultation

  • No obligation to hire
  • primarily to evaluate mutual fit.








Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM

Communities Served

  • All

Market Watch


 
Home | Privacy Policy | More Information | Terms & Conditions | Affiliate Program | Disclosure

By using this site you agree to our terms of service. Copyright @ 2013 WiserAdvisor.com. All Rights Reserved.