Timothy
Haehnel
Rubinbrown Advisors LLC
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About this Advisor
Timothy Haehnel is a financial advisor based in Saint Louis, Missouri with 2 years of industry experience. Haehnel currently works for Rubinbrown Advisors LLC. The advisor has gained experience at Rubinbrown Advisors LLC, Vanderbilt University, St. Louis University and Full-Time Education. Haehnel has a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Missouri. Rubinbrown Advisors LLC is a business that has its headquarters in Saint Louis, MO. It has offices in four locations and a total of 29 employees. It oversees $2 billion in assets under management among its 3,379 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to five charities and foundations. Of its 3,379 accounts, 65% are associated with high-net-worth clients who have more than $1 million in investable assets. Rubinbrown Advisors LLC performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fee schedules largely vary depending on which services the firm provides the client. However, fees charged by Rubinbrown Advisors LLC may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rubinbrown Advisors LLC Brokerage Details
$2,115,190,668
29
3,379
$625,981
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Timothy Haehnel Work History
Timothy has been registered as a financial advisor for 2 years.*
Rubinbrown Advisors LLC
Vanderbilt University
Rubinbrown Advisors LLC
Rubinbrown Advisors LLC
Rubinbrown Advisors LLC
Rubinbrown Advisors LLC
St. Louis University
Full-Time Education
*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 Haehnel 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 Rubinbrown Advisors LLC
Saint Louis, MO
Saint Louis, MO
Denver, CO
Saint Louis, MO
Denver, CO
Leawood, KS
Leawood, KS
Denver, CO
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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