Broker Check
Timothy Frey

Timothy Frey

Financial Advisor*, CEO

Timothy Frey is a Financial Advisor, he has over 13 years of experience helping to manage and protect clients financial well-being.  He is a detail oriented representative who demonstrates professionalism, common sense, and the ability to find solutions to help achieve the desired outcome in planning for the future. Tim is dedicated to providing total quality service for all clients financial and insurance needs.

Tim grew up in the Spooner / Shell Lake area, attended the University of MN Duluth for Finance and Management Information Systems and has lived in the Minneapolis area for the last 12 years. He has maintained relationships and friends here in Spooner / Shell Lake during that time and after living in Minneapolis, has decided to move home to be closer to his family and enjoy the quality of life this area offers.

As a financial representative, I will constantly analyze market conditions, trends and changes that affect my clients. My responsibility includes the analysis of my client's financial situation, ensuring they have the best information to make good financial decisions. I will execute a needs-based analyses and assessment for clients to position the most appropriate products and services to fit their individual goals.