Timothy M. Fries, CFP® | Financial Advisor | firstname.lastname@example.org
Licensed General Securities Principal
Institute of Investment Management Consulting*
2018/19 Forbes' Best-In-State Wealth Advisors**
2018 Financial Times Top 400 Advisors***
2017/18 Raymond James Chairman's Council Member****
BA in Applied Mathematics
Saint Louis University, 1994
St. Louis University High, 1990
Tim is originally from the St. Louis, Missouri area and moved to the Chippewa Valley in 1998. He owns Fries Financial Group LLC and has been in the financial services business since 1994. Tim currently sits on the board of the Chippewa Falls Chamber of Commerce and St. Charles Future Fund Trust. He has been actively involved on several community Boards, including [past Chairman for] the Chippewa Valley United Way (Campaign Chair and Board Chair), Chippewa Valley YMCA, Friends of St. Joseph’s Hospital (Past Chair), Chippewa Falls Chamber of Commerce (Past Chair), and Chippewa Falls Boys and Girls Club (Spokes Family). Tim has also served as the past President of the Chippewa Falls Noon Kiwanis Club and the Chippewa Falls Lions Club. Tim is married to Marie-Christine and has two children, Matthew and Ava.
*The investment Management Consultant designation is awarded to those who complete the internal Raymond James Institute of Investment Management Consulting program.
**The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. 2018: Out of 21,138 advisors nominated by their firms, 2,213 received the award. 2019: Out of 29,334 advisors nominated by their firms, 3,477 received the award. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.
***The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2018, roughly 880 applications were received and 400 were selected to the final list (45.5%). The 400 qualified advisors were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant's score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James.
****Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating.
Raymond James Financial Services is not affiliated with the above independent organizations.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individual who successfully complete CFP Board’s initial and ongoing certification requirements.