Timothy William Connolly
Investment adviser representative at Yeske Buie Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Yeske Buie Inc.Dec 2024 to now
- Yeskie Buie Inc.Feb 2024 to now
- Griffin Black, Inc.Aug 2021 to Feb 2024
- Corporate Tax IncentivesSep 2019 to Aug 2021
- AlliantgroupJul 2017 to Sep 2019
- Addison GroupAug 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Yeske Buie Inc.
$1.1BAssets managed
469Clients
11Advisers
19 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
- 7444848
- Firm CRD
- 143234