Tim Harrison
Founder & CEO of Harrison Financial Services | CPWA®, CFP® | Helping Families Build a Better Life, Legacy, and Community | Providing Clarity & Simplicity for What Matters Most
- Role
- Wealth Management Advisor at Harrison Financial Services
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Tim Harrison
Tim is the Founder and CEO of Harrison Financial Services. He began his career at Northwestern Mutual as an intern in 1994 and quickly became a leader in the industry. For over 30 years, Tim has been helping clients achieve financial security by providing innovative solutions for their personal and professional needs. Tim’s unwavering commitment to his company and his clients has propelled Harrison Financial Services to be among the top advisors at Northwestern Mutual for integrated business in insurance and investment production. In 2024, Tim was once again named to the Forbes Best In State Advisors List and Barron’s Top Advisors In State Wealth Advisors list.Today, Harrison Financial Services is a 24-member team with over 30 professional designations and post-graduate degrees and a collective 175 years in the industry. At its core, Harrison Financial Services is a purpose-driven organization that thrives on providing the best quality services for its clients- helping families build a better life, legacy, and community.
Experience
Wealth Management Advisor
Jan 1994 — Present
Tim understands complex financial and people issues and how they impact life goals. He works with clients to fully understand what they want and why, and looks to build a life long relationship that will serve their family or business over time and help you with what he calls Life 360. Tim helps his clients see what is possible that may be unknown to them and can help you realize your vision for the future either through the HFS fee based financial planning process or by helping you create a strategy and implementation plan.
Education
University of Pennsylvania
CIMA®, Finance
2006
University of Nebraska at Omaha
BS, Accounting,passed CPA exam,not practicing
1994 — 1997
The University of Chicago Booth School of Business
Certified Private Wealth Advisor CPWA, Finance
2013 — 2014
The American College of Financial Services
MSFS, Finance
2009 — 2010
College for Financial Planning
CFP®
1999 — 2000
Skills
- Series 63
- Marketing
- Investment Management
- Program Management
- Leadership
- Entrepreneurship
- Wealth Management
- High Net Worth Individuals
- Business Planning
- Securities
- Estate Planning
- Investments
- Financial Services
- Strategic Financial Planning
- Team Building
- Management
- Retirement Planning
- Business Strategy
- Portfolio Management
- Mergers
- Contract Negotiation
- Investment Advisory
- Asset Allocation
- Mutual Funds
- Investment Strategies
- Risk Management
- Series 7
- Budgets
- Life Insurance
- Finance
- New Business Development
- Asset Managment
- Financial Planning
- Valuation
- Small Business
- Strategy
- Insurance
- Strategic Planning
- Financial Reporting
- Financial Analysis
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