Timothy Financial Counsel, Inc.
SEC-registered
Investment Adviser
CRD 123037
· SEC file 801-123236
· Wheaton, IL
· WWW.TIMOTHYFINANCIAL.COM
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ADV data as of Feb 09, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 20
People (20)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hoan Sieu Taussig | Principal | CFP | Dec 2011 (15y) | 10% – 25% |
| Michael Scott Thrasher | Principal And Lead Advisor | CFP | Jul 2015 (11y) | 5% – 10% |
| Mark Timothy Berg | Chief Executive Officer | CFP | Oct 2015 (11y) | 50% – 75% |
| Kara Beth Vance | Principal And Lead Advisor | CFP | Apr 2016 (10y) | Less than 5% |
| Lydia Newby | Principal And Financial Advisor | CFP | Jun 2017 (9y) | Less than 5% |
| Jacob Frerichs | Principal And Lead Advisor | CFP | Sep 2018 (8y) | Less than 5% |
| Wildman, Brian, James | President | Jul 2019 (7y) | 10% – 25% | |
| Luke Lamar | Registered representative | CFP CFA | May 2020 (6y) | |
| Andrew Palmer Lindquist | Registered representative | Mar 2021 (5y) | ||
| Aaron Dennis Deeke | Registered representative | CFP | Dec 2021 (5y) | |
| Joshua Michael Henderson | Registered representative | CFP | Jun 2022 (4y) | |
| Andrew John Swierenga | Registered representative | Jan 2023 (4y) | ||
| Samuel Ogles | Registered representative | CFP | Jun 2023 (3y) | |
| John William Mchenney | Registered representative | CFA | Jan 2024 (3y) | |
| Vicente D Ereneta | Registered representative | Oct 2024 (2y) | ||
| Haili Ann Cochran | Registered representative | Dec 2024 (2y) | ||
| Elizabeth Gieser | Registered representative | Dec 2024 (2y) | ||
| Jaxon Wayne Bennett | Registered representative | Apr 2025 (1y) | ||
| Katie Arendt Macek | Registered representative | CFP | Jun 2025 (1y) | |
| Ethan Jacob Hulgaard | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/09/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
- • Other fees
- • FEES FOR EDUCATION WORKSHOPS
Services
- • Financial planning services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 09, 2026.
View current Form ADV (SEC/IAPD) ↗