Brian
Tinker

Org Partners

CRD#4195989
Investment Advisor
in Roanoke, IN

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About this Advisor

Brian Tinker is a financial advisor based in Roanoke, Indiana, working with Org Partners. Brian has previously held positions at Penniall & Associates, Inc, United Planners' Financial Services, Brian Tinker, Penniall & Associates, Bridge Advisory, Wealthshield Partners Dba Tinker Capital, Warner Pacific, Org Partners, and Purshe Kaplan Sterling Investments. Brian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Colorado, Nevada, Texas, and Washington. Currently, Brian is part of Org Partners, which operates out of Roanoke, Indiana. The firm has 11 offices and 22 employees. The firm manages assets totaling $983.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Org Partners includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

13548 Zubrick Road
Roanoke, IN 46783

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Org Partners Brokerage Details

Total Assets Under Management

$983,937,880

IN Average: $1,347,246,178
Total Number of Employees

22

IN Average: 46
Total Number of Accounts

3,016

IN Average: 1,775
Average Account Size

$326,239

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Brian Tinker Work History

2021 - Present (3 years)

Org Partners

2019 - Present (5 years)

Purshe Kaplan Sterling Investments

2004 - Present (20 years)

Warner Pacific

2002 - Present (22 years)

Brian Tinker

2020 - 2021 (1 year)

Wealthshield Partners Dba Tinker Capital

2019 - 2020 (1 year)

Bridge Advisory

2009 - 2018 (9 years)

United Planners' Financial Services

2006 - 2019 (13 years)

Penniall & Associates, Inc

2006 - 2019 (13 years)

Penniall & Associates

Disclosures

Please visit the SEC profile of Brian Tinker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Org Partners

Jeffrey Cismoski
Roanoke, IN
Angel Way
Roanoke, IN
Catherine Bailey
Roanoke, IN
Douglas Wood
Dallas, TX
Dominic Messina
Roanoke, IN
George Elias
Brunswick, OH
William Little
Dallas, TX
Alisha Reilly
Roanoke, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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