Timothy Flinn
Advisor at STIFEL
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.
Advisor at STIFEL
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.
Location
Jacksonville, IL 62650
Credentials
Series 63, Series 66
Industry experience
12 years
Timothy Flinn is a financial advisor at Stifel with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Midwestern Securities Trading Company, The Farmers State Bank and Trust Company, and Axa Advisors. Outside of his advisory role, he serves on the board of the Prairieland United Way, is treasurer of Jacksonville Main Street, and is a board member of The Art Association of Jacksonville. Stifel serves a broad range of clients including individual, institutional, charitable, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Based on STIFEL
Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees
Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000
1170 Wall Street
Jacksonville, IL 62650
Illinois · Texas
Stifel
2025 - Present (1 year)
LPL Financial
2017 - 2025 (8 years)
Midwestern Securities Trading Company, LLC
2016 - 2017 (1 year)
The Farmers State Bank and Trust Company
2016 - 2025 (9 years)
Axa Advisors, Llc
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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