Timothy Dern
Investment adviser representative at Savvy
13 yearsExperience
1 stateRegistered in
$5BFirm assets
4 yearsFirm in business
Are you Timothy Dern? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
13 years in the industry.
- SavvyMay 2026 to now
- Mana Financial Group, LLCDec 2019 to now
- Maia WealthApr 2023 to May 2026
- Wealth Watch AdvisorsJan 2020 to Apr 2023
- Hughes and Durn Financial Group, IncFeb 2013 to Nov 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (IL).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 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
- 7214284
- Firm CRD
- 318493