Timothy
Beldner

Ausdal Financial Partners, Inc

CRD#5309491
Investment Advisor
in Charlotte, NC

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About this Advisor

Timothy Beldner is a financial advisor who works in Charlotte, North Carolina, with a total of 3 years of industry experience. Beldner is an advisor for Ausdal Financial Partners, Inc. Over the course of their career, they have held roles at Larson Financial Group LLC, Larson Financial Securities, LLC and Ausdal Financial Partners, Inc. Beldner holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Florida, North Carolina and Texas. Ausdal Financial Partners, Inc is a firm based out of Davenport, IA. The firm has offices in 125 locations and a total of 325 people on staff. It controls $1 billion in total assets among its 8,303 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to eight charities and foundations. Of its 8,303 accounts, 22% are associated with high-net-worth individuals who have greater than $1 million in assets. Ausdal Financial Partners, Inc has a broad array 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. A financial advisor's fees depend on which service is provided. Fee types charged by Ausdal Financial Partners, Inc can consist of any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

7540 Matthews Mint Hill Road
Charlotte, NC 28227

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Ausdal Financial Partners, Inc Brokerage Details

Total Assets Under Management

$1,415,697,036

NC Average: $9,259,360,772
Total Number of Employees

325

NC Average: 166
Total Number of Accounts

8,303

NC Average: 7,189
Average Account Size

$170,504

NC Average: $1,287,990

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 Beldner Work History

Timothy has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Ausdal Financial Partners, Inc

2010 - 2020 (10 years)

Larson Financial Securities, LLC

2007 - 2020 (13 years)

Larson Financial Group LLC

*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 Beldner 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 Ausdal Financial Partners, Inc

Heidi Burgoyne
Downers Grove, IL
Brandon Hurckes
East Peoria, IL
Nathan Schaefer
Huron, OH
Sarah Werner
Downers Grove, IL
Matthew Gill
Naperville, IL
Michael Mann
Downers Grove, IL
Robert Karstenson
Palatine, IL
Max Birkinbine
Saint Paul, MN

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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