Timothy
Good

Kestra Advisory Services, LLC

CRD#5845710
Investment Advisor
in Clarkston, MI

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About this Advisor

Timothy Good is a financial advisor based in Clarkston, Michigan, with 7 years of relevant experience. Good works at Kestra Advisory Services, LLC. Their career trajectory has included roles at Next Financial Group, Nfp Advisor Services, Elga Credt Union, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Good maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Michigan. Kestra Advisory Services, LLC is a business operating out of Austin, TX. The company has offices in 544 locations and a total of 1,311 financial advisors. It oversees $42 billion in assets across its 140,407 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 132 charities and foundations. Of its 140,407 customer accounts, 17% belong to high-net-worth individuals who have at least $1 million in assets. Kestra Advisory Services, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services usually depend on which services the firm provides the client. Fees charged by Kestra Advisory Services, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7300 Dixie Hwy Suite 800
Clarkston, MI 48346

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

MI Average: $3,042,739,679
Total Number of Employees

1,311

MI Average: 49
Total Number of Accounts

140,407

MI Average: 2,315
Average Account Size

$297,671

MI Average: $1,314,358

Investment Advisory Services

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

Timothy Good Work History

Timothy has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Kestra Advisory Services, LLC

2014 - Present (10 years)

Kestra Investment Services, LLC

2014 - 2016 (2 years)

Nfp Advisor Services

2014 - 2016 (2 years)

Elga Credt Union

2013 - 2014 (1 year)

Next Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Timothy Good 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 Kestra Advisory Services, LLC

Nicole Simon
Austin, TX
Michael Friedlander
Willoughby, OH
Eloisa Vela
Austin, TX
Clinton Miller
Canton, OH
Michael Csedrik
Paramus, NJ
Jessica Thompson
Lincoln, NE
Brandon Kee
Austin, TX
Stanton Wheeler
Saint Augustine, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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