Timothy J. Harrison
Financial Representative - Principal Securities Registered Representative - Investment Adviser Representative
- Role
- Financial Representative at Principal Financial Group
- Location
- Grafton, WI, US
- LinkedIn followers
- 500 followers
About Timothy J. Harrison
Timothy J. Harrison, CFP®, AIF®, CRPC®, CLU®, ChFC® joined Principal Financial Group® in 2002. He currently holds the CERTIFIED FINANCIAL PLANNER™ mark, the Accredited Investment Fiduciary® (AIF®) designation from Broadridge Fi360, the Chartered Life Underwriter (CLU®) certification and the Chartered Financial Consultant (ChFC®) designation from The American College, and the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning. Tim holds the FINRA Series 6, 7, 63 and 66 securities registrations. In addition, he also holds Life, Health, and Variable Annuity licenses through the state of Wisconsin.Tim is a 2002 graduate of the University of Wisconsin Madison with a Bachelor of Arts degree in Economics with an emphasis in Mathematics. He believes in the value of education and has been a lifelong learner, putting substantial time and resources into professional development to pursue a deeper understanding in a number of financial planning subjects. In Tim\'s own words:“I believe that every financial plan is custom to your individual needs based on your financial goals, dreams, and preferences. My professional talent is pulling everything together into a forward-looking plan which takes into account income needs, taxes, inflation, Social Security, Medicare*, pensions, employer retirement plans and IRAs. I believe a well-designed and tax efficient financial plan is crucial to getting the maximum enjoyment out of retirement, and my experience in this area can help you navigate your retirement journey.” Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc. member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Principal Securities Registered Representative. Timothy Harrison is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or services in any state which the registered representative is not properly licensed.Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these skills list below does not imply licensure, training, or the ability to solicit products or services.
Experience
Financial Representative
Jan 2017 — Present · Oostburg, WI, US
Education
Sheboygan North High School
High School
1994 — 1998
University of Wisconsin-Madison
Bachelor of Science (B.S.), Economics
1998 — 2002
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