Timothy J. Harrison,
CFP^®, AIF^®, CRPC^®, ChFC^®

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 is a Principal Securities Registered Representative with Principal Securities, Inc., a member of the Principal Financial Group^® –holding 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 retirement 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 retirement 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