Timothy
Buckley

Cook Street Consulting, Inc

CRD#1410818
Investment Advisor
in Coppell, TX

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About this Advisor

Timothy Buckley is a financial advisor based in Coppell, Texas, working with Cook Street Consulting, Inc. Timothy has previously held positions at Milliman, Inc, Milliman Advisors, LLC, and Cook Street Consulting. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Timothy is part of Cook Street Consulting, Inc, which operates out of Coppell, Texas. The firm has 1 office and 38 employees. The firm manages assets totaling $7.1 billion. The services offered by the firm include portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Cook Street Consulting, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8951 Cypress Waters Blvd
Coppell, TX 75019

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Cook Street Consulting, Inc Brokerage Details

Total Assets Under Management

$7,083,796,252

TX Average: $2,349,664,866
Total Number of Employees

38

TX Average: 28
Total Number of Accounts

53

TX Average: 1,101
Average Account Size

$133,656,533

TX Average: $2,134,119

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Timothy Buckley Work History

2023 - Present (1 year)

Cook Street Consulting

2021 - 2023 (2 years)

Milliman Advisors, LLC

2008 - 2021 (13 years)

Milliman, Inc

Disclosures

Please visit the SEC profile of Timothy Buckley 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 Cook Street Consulting, Inc

Erica Ruge
Englewood, CO
Joshua Hasskamp
Englewood, CO
Rahman Khatir
Englewood, CO
Stuart Thomas
Englewood, CO
Jessica Myers
Houston, TX
Madison Alexander
Englewood, CO
Patrick Smith
Englewood, CO
Dana Hensel
Englewood, CO

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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