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Timothy Alan Parkison

Advisor at STIFEL — Sandusky, OH

Updated today

Credentials

Series 66

Experience

9 years

Location

Sandusky, OH 44870

STIFEL logo

STIFEL

Institution

Total advisors

3,340

Across 471 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

Timothy Parkison is a financial advisor at Stifel with nine years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously spent eight years at Sandusky Newspapers Inc. He serves on the board of directors for the Sandusky State Theatre in Ohio. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies from its Investment Strategy Group.

Client services

Based on STIFEL

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on STIFEL

General retirement planning Income planning

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Fee options

Commissions

Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees

Other

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

Location

See office

Sandusky, OH

205 West Water Street

Sandusky OH 44870

Advisors at this office

1

Most active in

Ohio · Texas

Work history

9 years of industry experience

Stifel Nicolaus & Co Inc

2017 - Present • 9 years

Sandusky, OH

Sandusky Newspapers Inc.

2009 - 2017 • 8 years

Sandusky, OH

Disclosures

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

Business activities & affiliations

user avatar

Shawn A

Series 63, Series 65

Sandusky, OH

Structured Investment Advisors, LLC

Shawn Armstrong is the sole advisor at Structured Investment Advisors, LLC in Sandusky, OH, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has led his independent firm since 2005. Outside of his advisory role, Armstrong is a partner and lessor involved in building upkeep and related management duties. Structured Investment Advisors, LLC manages approximately $90.8 million across more than 300 client relationships, offering discretionary portfolio management, model-portfolio and asset-allocation services, as well as portfolio and pension consulting. The firm serves individuals, trusts, charitable organizations, corporations, and pension/profit-sharing plans using a structured investment process that includes fundamental analysis, model portfolios, and documented investment policies.

General retirement planning Retirement income strategy
user avatar

Joseph H

Series 63, Series 66

Marblehead, OH

Hoffman Investment Services, LLC

Joseph Hoffman is the sole advisor at Hoffman Investment Services, LLC in Marblehead, Ohio, holding Series 63 and Series 66 designations with 31 years of industry experience. He has worked at Hoffman Investment Services since 2013 and previously at Purshe Kaplan Sterling Investments. Hoffman Investment Services provides discretionary investment management and financial planning primarily to individuals, high-net-worth clients, corporate clients, and employer retirement plans. The firm uses technical analysis to guide investment decisions and offers model portfolios while managing accounts on a discretionary basis aligned with client objectives.

Active portfolio management Options & derivatives strategies Cash flow / budgeting
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Gregory B

CFP®, PFS™

Marblehead, OH

Bricker Financial

Gregory Bricker is a CFP® and PFS™ credentialed financial advisor with 10 years of industry experience. He is the principal of Bricker Financial and has previously worked at DiNuzzo Index Advisors, Inc. Outside of financial advising, he owns an accounting and tax preparation firm, Sunny Weather, LLC, and serves as the mayor of East Liverpool, Ohio. He is also president of a local food service business. Bricker Financial provides advisory and planning services primarily to institutional and pooled clients, including pension and profit-sharing plans, businesses, trusts, estates, and charitable organizations. The firm utilizes a long-term asset allocation approach with the Orion Portfolio Solutions platform to manage portfolios through selected third-party managers or direct management with limited discretion, and it also offers financial planning support and educational seminars.

Wealth management
user avatar

James R

Series 63

Sandusky, OH

James Ruthsatz Pinnacle Advisors LLC

James Ruthsatz is the principal of James Ruthsatz Pinnacle Advisors LLC and holds a Series 63 designation with 20 years of industry experience. He is also actively involved full time as a CPA with James L. Ruthsatz, Inc., a separate certified public accounting firm he has operated since 1990. He has led his advisory firm since 2004. James Ruthsatz Pinnacle Advisors provides advisory services primarily to retirement plan sponsors, trustees, and high-net-worth clients through co-advisory wealth and trust programs. The firm focuses on manager selection, monitoring, performance reporting, and coordination with other professional advisors, leveraging its formal affiliation with an accounting practice to offer integrated tax, bookkeeping, and trustee administration services alongside investment management.

Charitable giving & philanthropy Business succession planning Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals Established Professionals
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Andrew B

Series 65

Sandusky, OH

Great Lakes Benefits and Wealth Management

Andrew Brewer is a financial advisor with Great Lakes Benefits and Wealth Management in Sandusky, OH. He holds a Series 65 credential and has two years of industry experience, including prior roles at Northwestern Mutual and Pepperidge Farms. Outside of advisory work, Brewer has worked as a part-time bartender. Great Lakes Benefits and Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, incorporating investment supervisory services, tax preparation, and insurance products. The firm uses fundamental analysis with a long-term approach and emphasizes client education through workshops and a monthly newsletter.

College savings (529s, UTMA, etc.) Annuities
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Wayne M

CFP®, Series 66

Sandusky, OH

Great Lakes Benefits and Wealth Management

Wayne Maslyk is a CFP® with 24 years of industry experience and has been with Great Lakes Benefits and Wealth Management since 2004. He is also a principal of Great Lakes Benefits, Inc., an employee benefits firm specializing in group health and fixed insurance products. Great Lakes Benefits and Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a long-term investment approach using fundamental analysis and offers additional services such as tax preparation and educational workshops.

College savings (529s, UTMA, etc.) Annuities
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