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Tim Newton

Tim Newton

Investment Advisor

Followers of Tim Newton405 followers
location of Tim NewtonIsanti, Minnesota, United States

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  • Timeline

  • About me

    Wealth Manager at Newton Financial Solutions, LLC

  • Education

    • Anoka Senior High

      1971 - 1974
      Diploma HIGH SCHOOL/SECONDARY DIPLOMAS AND CERTIFICATES

      Had a lot of fun! High school was the bomb...music, drama, tennis, chess, student congress, there was always at least 3 things to do.

    • Kaplan University

      2007 - 2009
      Certified Financial Planner Retirement, Estate and Education Planning

      Activities and Societies: Accredited Investment Fiduciary Chartered Retirement Planning Counselor Accredited Asset Management Specialist Studied retirement plans, and passed certification as an Accredited Investment Fiduciary.

    • University of Northwestern - St. Paul

      1979 - 1982
      Bachelor of Arts (B.A.) Business Administration and Bible 3.92

      Activities and Societies: I was a member of a very small fraternity - me, my wife and 2 kids (third one came after graduation) Pursued a double major in Bible and Business Administration.

  • Experience

    • Edward Jones

      Jul 1997 - Aug 2007
      Investment Advisor

      I managed portfolios, and raised money by soliciting investment purchases from clients and prospects.

    • Newton Financial Solutions LLC

      Aug 2007 - now
      Wealth Manager

      I work with a team of financial professionals that include tax, bookeeping, investment, estate and retirement planning people. We try to bring to the table a planning model that guides ALL of our financial choices. We help good stewards grow and sustain wealth.

  • Licenses & Certifications

    • Certified Financial Planner

      CFP Board

  • Volunteer Experience

    • Leader

      Issued by STEM - Short-term Missions Organization on Jan 1981
      STEM - Short-term Missions OrganizationAssociated with Tim Newton