Edward Jones
Timothy Scheuffele
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
| 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
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 |
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