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Timothy Peter Boulanger

Investment adviser representative at Strategic Family Wealth Counselors, L.L.C.
19 yearsExperience
1 stateRegistered in
ChFC®Designation
$1.7BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

19 years in the industry.

  1. Strategic Family Wealth Counselors, L.L.C.May 2007 to now
  2. Purshe Kaplan Sterling InvestmentsMay 2007 to now

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1989
  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 1 state (NJ).

Strategic Family Wealth Counselors, L.L.C.

$1.7BAssets managed
312Clients
4Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1793911
Firm CRD
128199
Advisor's SEC record (opens in a new tab)
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