Timothy John O'shei
Investment adviser representative at F L Putnam Investment Management Co.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.7BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- F. L. Putnam Investment Management CompanyApr 2025 to now
- Mai Capital Management, LLCApr 2024 to Mar 2025
- Wcg Wealth Advisors, LLCJun 2022 to Apr 2024
- Treloar & Heisel Wealth ManagementMay 2022 to Apr 2024
- Ameriprise Financial Services, Inc.Mar 2018 to May 2022
- Financial Engines Advisors L.L.C.Nov 2015 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (NY).
F L Putnam Investment Management Co.
$9.7BAssets managed
3,054Clients
78Advisers
42 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
- 2804726
- Firm CRD
- 106223