Tim Harkleroad

Background

About Tim Harkleroad

Tim strives daily to assist his financial advisors and retirement consultants gain traction and market share in an ever changing retirement plan landscape. He understands that there are many draws on his advisors time so he provides them with a Full Service commitment to be a valued and trusted partner. Tim's goal is to ensure he saves his advisors and consultants time and help them to drive plan health outcomes in order to help them assist plan participants reach a dignified retirement. Below are some of the ways Tim is able add value to his territory, advisors, and consultants: • Portfolio Management Process and Philosophy Updates • Market Commentary • Prospecting assistance • 5500 analysis • Proposal collaboration • Fee and Plan Benchmarking • Investment Analysis and Data Collection • Training and education assistance for advisor practices • Statement of Services collaboration Tim earned his B.S. degree in Finance from Stockton University. He holds FINRA Series 7 and 63 licenses and the Chartered Retirement Plans SpecialistSM - CRPS®, Chartered Retirement Planning CounselorSM - CRPC® and Accredited Investment Fiduciary - AIF® designations. Tim is married and lives in Columbus, NJ with his wife and their two sons. When not at work, Tim enjoys coaching wrestling, golfing, attending social events and playing poker. One of his main hobbies/passions is Fantasy Football where he is a multi-league, multi-time champion, and works year round on ways to improve his Dynasty League team. Tim also has helped to fundraise for Habitat for Humanity – Trenton and is a member of Pi Kappa Phi Fraternity. Tim is 2016 and 2017 DCIO Consultant of the Year, 2017 and 2018 Master's Council member and was named a NAPA DCIO Wingman in 2017 and 2018.