Tim Uihlein Email & Phone Number
Partner and Senior Advisor @ Lifeworks Advisors
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Tim Uihlein Location
- Indianapolis, IN, US
Tim Uihlein Work
- 2024 -now Partner and Senior Advisor @
- 2022 -2024 Partner and Managing Director @
- 2022 -2022 Managing Director and Senior Wealth Manager @
- 2020 -2021 Senior Wealth Manager @
- 2019 -2020 Financial Consultant @
- 2019 -2020 Registered Representative @
- 2017 -2019 Senior Financial Consultant @
- 2015 -2017 Financial Advisor @
- 2011 -2015 Premier Financial Advisor and Officer @
- 2008 -2011 Assistant Manager and Licensed Banker @
- 2006 -2007 Personal Banker @
- 2003 -2006 High School Spanish Teacher @
- 2000 -2002 Teaching Assistant @
Tim Uihlein Education
- DePaul University
Financial Planning Certificate Program (Financial Planning and Services)
2014-2016 - DePaul Driehaus College of Business
MBA (Behavioral Finance)
2010-2012 - Virginia Commonwealth University
(Teaching License)
2003-2004 - University of Richmond
BA (Economics, Spanish, and International Studies)
1999-2003 - University of Valencia 2002-2002
- University School of Milwaukee 1985-1999
Tim Uihlein Skills
- Investments
- Spanish
- Wealth Management
- Strategic Financial Planning
- Financial Planning
- Financial Analysis
- Finance
- Insurance
- Banking
- Economics
- Loans
- Risk Management
- Credit Analysis
- Series 63
- Teaching
- Series 6
- Series 66
- Series 7
- Grammar
- Outlook
- Microsoft Excel
- Microsoft Office
- Word
- Excel
- Portuguese
- Guaranteed Lifetime Income
- Retail Banking
- Curriculum Design
- Curriculum Development
- PowerPoint
- Strategic Financial
Tim Uihlein Summary
- Tim Uihlein, based in Indianapolis, IN, US, is currently a Partner and Senior Advisor at Lifeworks Advisors. Tim Uihlein brings experience from previous roles at Vincere Wealth Management and Financial Planning Consultants, Inc.. Tim Uihlein holds a 2014 - 2016 Financial Planning Certificate Program in Financial Planning and Services @ DePaul University. With a robust skill set that includes Investments, Spanish, Wealth Management, Strategic Financial Planning, Financial Planning and more. Tim Uihlein has 2 emails and 2 mobile phone numbers on RocketReach.
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