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Timothy Hale

Advisor at Hale Financial Solutions, LLC

Updated today

Location

Afton, WY 83110

Credentials

Series 63, Series 66

Industry experience

12 years

About

Timothy Hale is a financial advisor at Hale Financial Solutions, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Zions Bancorporation for seven years. Outside of his advisory role, he is a co-owner of StarValleyWY.com, where he contributes to website maintenance, content creation, and marketing. Hale Financial Solutions serves individuals, families, municipalities, small businesses, and corporate clients. The firm primarily follows a passive, asset-class investment approach using index mutual funds and ETFs, offering discretionary portfolio management, retirement-plan advisory, and financial planning through both digital platforms and institutional custodians.

Client services

Based on Hale Financial Solutions, LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Hale Financial Solutions, LLC

Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Passive / index investing

Occupation focus

Based on Hale Financial Solutions, LLC

Founder/Business Owner Executive

Fee options

Fixed

$2,400 per year for small business retirement plans up to 5 employees; $3,600 per year for 6 to 15 employees; $1,800 per year flat fee for municipalities

Percentage

$0 - $1,000,000: 1.25% annually $1,000,000+: 0.75% annually

Project-based

$200.00 per hour, billed in 30 minute increments, for financial planning if assets less than $300,000 or standalone financial planning

Other

Account minimum: $300,000 minimum for financial planning services included with investment management; financial planning available for clients with less than $300,000 at hourly rate

Location

80 East 1 St Avenue

Afton, WY 83110

Most active in

Wyoming

Work history

Hale Financial Solutions

2016 - Present (10 years)

Hometown Title

2016 - Present (10 years)

Zions Bancorporation

2009 - 2016 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Joshua W

Series 66

Afton, WY

Seeker Financial LLC

Joshua Williams is a financial advisor with Seeker Financial LLC, holding a Series 66 designation and two years of industry experience. Prior to founding Seeker Financial, he worked at several firms including Stephens, Inc. and LPL Financial. He also provides seasonal tax-preparation services through Yellowstone Teton Tax Service during tax season. Seeker Financial LLC is a state-registered investment adviser offering discretionary investment management and integrated financial planning for individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a blend of fundamental analysis, passive strategies, and modern portfolio theory, emphasizing long-term holdings and customized portfolios aligned with client objectives.

Cash flow / budgeting Debt management Retirement income strategy General estate planning guidance Tax strategies for small businesses
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Michael R

CFP®, Series 63, Series 66

Afton, WY

Independent Financial partners

Michael Ross is a CFP® professional with 30 years of industry experience, currently serving at Independent Financial Partners since 2025. His prior roles include positions at Crow Creek Wealth, LLC, Fidelity Personal and Workplace Advisors, and Strategic Advisors Inc. Outside of his advisory work, he owns Crow Creek Ventures, LLC, a business involved in buying and selling construction and farm equipment. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with over 260 advisors managing more than $12 billion in assets, providing both decentralized investment strategies and specialized retirement-plan advisory and pension consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Douglas H

Series 63, Series 65

Grover, WY

LPL Financial

Douglas Hollen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he serves as an itinerant preacher and bi-vocational pastor at Berean Bible Fellowship in Afton, Wyoming. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of solutions from financial planning and model-portfolio advisory programs to third-party asset management and participant-directed retirement advice, supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Sean H

Series 66

Afton, WY

Kestra Advisory

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Kyle T

Series 66

Afton, WY

Edward Jones

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