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 based in Charlotte, North Carolina, working with Ausdal Financial Partners, Inc. Timothy has previously held positions at Larson Financial Group LLC, Larson Financial Securities, LLC, and Ausdal Financial Partners, Inc. Timothy has passed the Series 66 regulatory exam and is registered to provide services in Florida, North Carolina, and Texas. Currently, Timothy is part of Ausdal Financial Partners, Inc, which operates out of Charlotte, North Carolina. The firm has 86 offices and 317 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Ausdal Financial Partners, Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 66

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

$1,533,931,190

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

317

NC Average: 166
Total Number of Accounts

8,079

NC Average: 7,189
Average Account Size

$189,866

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

2020 - Present (4 years)

Ausdal Financial Partners, Inc

2010 - 2020 (10 years)

Larson Financial Securities, LLC

2007 - 2020 (13 years)

Larson Financial Group LLC

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

Tyler Anderson
Downers Grove, IL
Amy Marker
Downers Grove, IL
Sarah Werner
Downers Grove, IL
Nathan Schaefer
Huron, OH
Max Birkinbine
Saint Paul, MN
Kevin Leet
Louisville, KY
Kasey Reed
Orland Park, IL
Brian Napier
Greenwood, 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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