Timothy J. Harrison,CFP®, AIF®, CRPC®, ChFC®
Financial Representative,Principal Securities Registered Representative,Investment Adviser Representative
Timothy J. Harrison, CFP®, AIF®, CRPC®, CLU®, ChFC® joined Principal Financial Group® in 2002. He currently holds the CERTIFIED FINANCIAL PLANNER™ mark, the Accredited Investment Fiduciary® (AIF®) designation from Broadridge Fi360, the Chartered Life Underwriter (CLU®) certification and the Chartered Financial Consultant (ChFC®) designation from The American College, and the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning. Tim holds the FINRA Series 6, 7, 63 and 66 securities registrations. In addition, he also holds Life, Health, and Variable Annuity licenses through the state of Wisconsin.
Tim is a 2002 graduate of the University of Wisconsin Madison with a Bachelor of Arts degree in Economics with an emphasis in Mathematics. He believes in the value of education and has been a lifelong learner, putting substantial time and resources into professional development to pursue a deeper understanding in a number of financial planning subjects.
In Tim's own words:
“I believe that every financial plan is custom to your individual needs based on your financial goals, dreams, and preferences. My professional talent is pulling everything together into a forward-looking plan which takes into account income needs, taxes, inflation, Social Security, Medicare*, pensions, employer retirement plans and IRAs. I believe a well-designed and tax efficient financial plan is crucial to getting the maximum enjoyment out of retirement, and my experience in this area can help you navigate your retirement journey.”
*Involvement in these activities are outside their role as a financial professional with Principal Financial Group®. These activities, products, and services are not sponsored, endorsed by, or affiliated with any company of Principal Financial Group®.
4079349-122024