Advisor at Tim Crawford CPA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Tim Crawford CPA
Location
Bridgeport, MI 48722
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
31 years
Timothy Crawford is a CFP® and ChFC® with 31 years of experience in the financial services industry. He is the principal of Tim Crawford CPA, an independent firm he has led since 2002. Prior to founding his firm, he worked for nine years at GWN Securities Inc. Outside of advisory work, he serves as president of TIM CRAWFORD, CPA, PC, which provides tax preparation and accounting services. Tim Crawford CPA is a CPA-based independent registered investment adviser serving individual, high-net-worth, corporate, and retirement plan clients. The firm combines accounting and insurance services with investment advisory work, referring clients to third-party managers and managing a broad investment universe without trading or holding custody of client assets.
Based on Tim Crawford CPA
Up to 1.00% annually
6340 Junction Rd
Bridgeport, MI 48722
Michigan · Texas
GWN Securities Inc.
2010 - 2019 (9 years)
GWN Securities Inc.
2010 - 2019 (9 years)
Tim Crawford CPA
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Freeland, MI
Reitz Capital Advisors LLC
Series 63, Series 65
Saginaw, MI
Kuli Capital Management
ChFC®, Series 63, Series 65
Saginaw, MI
Great Lakes Retirement Solutions, Inc.
Series 63, Series 66
Frankenmuth, MI
Richmark Private Wealth Management
Series 66
Saginaw, MI
Great Lakes Retirement Solutions, Inc.
Series 63, Series 65
Frankenmuth, MI
Richmark Private Wealth Management
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