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Timothy John Quillin

Investment adviser representative at Aptus Financial, LLC
10 yearsExperience
2 statesRegistered in
CFADesignation
$0Firm assets

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How the firm charges

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

Fixed or flat fee

Services the firm offers

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

  • Financial planning
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Aptus Financial, LLCApr 2017 to now
  2. Circumference GroupJan 2016 to Apr 2017

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997

State registrations

Registered as an investment adviser representative in 2 states (AR, TX).

Aptus Financial, LLC

Legal name: Aptus Financial LLC

$0Assets managed
0Clients
13Advisers
5 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
2933473
Firm CRD
280033
Advisor's SEC record (opens in a new tab)
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