Tim Ferris

Current

general securities representative (Sole Proprietorship)
investment advisor representative & planner (Sole Proprietorship)
registered representative (Sole Proprietorship)

fellow at The Money Foundation
broker at independent insurance & benefits brokerage (Sole Proprietorship)
citizen and taxpayer at City of Cleveland
father of two at the Ferris family

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4 more...

Past

registered representative and planner at Park Avenue Securities
registered representative and planner at NYLIFE Securities
real-estate agent (Sole Proprietorship)

registered representative at Prudential
insurance agent at Prudential Insurance
construction contractor (Sole Proprietorship)
real-estate investor (Sole Proprietorship)
infantry officer at United States Army
construction contractor (Sole Proprietorship)

see less...

6 more...

Education

College of the Holy Cross
Chanel High School

Connections

500+ connections

Industry

Financial Services

Tim Ferris’s Summary

* My service business is an independent sole proprietorship by intention and by design. It has its first duty to the clients, not to shareholders or to Wall Street. My purpose is to be able to serve my clients, and my community, without conflicts and without compromise.
* I work holistically on their existing business and ownership structures, their tactics and strategies, and their on-going financial plans.
* I strive to integrate their money and other assets with their spiritual, emotional, and physical well-being, to give them a meaningful connection to their money and their other possessions.
* I try to accelerate their successes by focusing on the elimination of unnecessary outflows to debt, taxation, and other less obvious expenses.
* I discourage debt that doesn't make sense and encourage clients to set up systems to provide for their own financing on their projects, leases, and purchases.
* I help manage and coordinate, as primary advisor, other expert, professional, and community relationships, strengthening their networks, making them more functional, building them out.
* I help determine best practices and executions.
* I continually strive for efficiency, economy, and balance.
* I keep our processes based in behavioral philosophies, open-space theories, and open-source implementations.
* I construct formal, written, comprehensive plans and back them up by orchestrating the planned implementations.
* I act as their guide and their companion as they make the transition from the second-wave industrial economy to the third-wave knowledge economy.
* I am my clients' advocate and protector; I am their voice, as needs arise, not only in my professional associations but also in the community at large.

Tim Ferris’s Specialties:

advice, plans, implementations, securities brokerage, benefits consulting, insurance brokerage, advocacy, introductions, network building, professional referrals, public speaking, blogging, facilitating private conversations, convening public dialogues

Tim Ferris’s Experience

general securities representative
Sole Proprietorship

(Sole Proprietorship; Financial Services industry)

August 2001 — Present (8 years 4 months)

Securities and investment advice offered through FSC Securities Corporation. A registered broker/dealer. Member NASD & SIPC. A registered investment advisor.

Registered Branch Office: 100 West Old Wilson Bridge Road, Suite 101 Worthington, Ohio 43085. 614-436-3555

Registered in Ohio, Tennessee, Georgia, Florida, & Massachusetts.
investment advisor representative & planner
Sole Proprietorship

(Sole Proprietorship; Financial Services industry)

April 2001 — Present (8 years 8 months)

Securities and investment advice offered through FSC Securities Corporation. A registered broker/dealer. Member NASD & SIPC. A registered investment advisor.

Registered Branch Office: 100 West Old Wilson Bridge Road, Suite 101 Worthington, Ohio 43085. 614-436-3555

Registered in Ohio, Tennessee, Georgia, Florida, & Massachusetts.
registered representative
Sole Proprietorship

(Sole Proprietorship; Financial Services industry)

January 2001 — Present (8 years 11 months)

Securities and investment advice offered through FSC Securities Corporation. A registered broker/dealer. Member NASD & SIPC. A registered investment advisor.

Registered Branch Office: 100 West Old Wilson Bridge Road, Suite 101 Worthington, Ohio 43085. 614-436-3555

Registered in Ohio, Tennessee, Georgia, Florida, & Massachusetts.
fellow

The Money Foundation

(Non-Profit; Think Tanks industry)

December 2000 — Present (9 years )

a not-for-profit thinktank of financial-services professionals and free-agent independent contractors based in Worthington, Ohio
broker
independent insurance & benefits brokerage (Sole Proprietorship)

(Sole Proprietorship; 1-10 employees; Insurance industry)

November 1989 — Present (20 years 1 month)
citizen and taxpayer

City of Cleveland

(Financial Services industry)

1984 — Present (25 years )
father of two

the Ferris family

(Fine Art industry)

October 1976 — Present (33 years 2 months)

grandfather to Teagan, dad to Maureen and Katie, father-in-law to Geri, friend to Travis, husband to Gloria, alpha male to PJ and Lucky
registered representative and planner

Park Avenue Securities

(Privately Held; Financial Services industry)

December 1989 — December 2000 (11 years 1 month)
registered representative and planner

NYLIFE Securities

(Privately Held; Financial Services industry)

July 1984 — November 1989 (5 years 5 months)
real-estate agent
Sole Proprietorship

(Sole Proprietorship; 1-10 employees; Real Estate industry)

September 1980 — September 1984 (4 years 1 month)

Cleveland, Ohio
registered representative

Prudential

(Public Company; Financial Services industry)

April 1983 — July 1984 (1 year 4 months)
insurance agent

Prudential Insurance

(Public Company; Insurance industry)

September 1982 — July 1984 (1 year 11 months)

life and health, property and casualty
construction contractor
Sole Proprietorship

(Sole Proprietorship; 1-10 employees; Construction industry)

October 1976 — September 1980 (4 years )

Atlanta, Georgia & Cleveland, Ohio
real-estate investor
Sole Proprietorship

(Sole Proprietorship; Myself Only; Real Estate industry)

October 1975 — October 1976 (1 year 1 month)

Ohio and Georgia
infantry officer

United States Army

(Government Agency; 10,001 or more employees; Military industry)

July 1969 — September 1975 (6 years 3 months)

New Jersey, Missouri, Georgia, South Korea, Florida, Kansas
construction contractor
Sole Proprietorship

(Sole Proprietorship; 1-10 employees; Construction industry)

May 1968 — July 1969 (1 year 3 months)

Boston, Massachusetts, & Cleveland, Ohio

Tim Ferris’s Education

College of the Holy Cross

A. B. , English, Minor in Theology , September 1964 — May 1968

Worcester, Massachusetts

Activities and Societies:

Rugby, newspaper, yearbook, SPUD
Chanel High School

high-school diploma , college preparatory , 1960 — 1964

Activities and Societies:

band, newspaper, yearbooks, various clubs, National Honor Society, track

Additional Information

Tim Ferris’s Interests:

historic preservation, architecture, green design, sustainability, The Arts and Crafts Movement, gardening, masonry, landscape design, computers, communications & networks, paperlessness, blogging, epistemology, reading, coffee, tea, cars, trucks, antitank weapons, demolitions, ties, theatre, public speaking, social networks, building community, libraries, coffeehouses, bringing people together, public transit, fund-raising, bicycling

Tim Ferris’s Groups:

Financial Services Institute (FSI), OPOC.us, Stakeholders LLC, Meet.The.Bloggers LLC, Cleveland Webloggers Meetup Group, The Urban Repair Project, Brooklyn Centre Community Association, Old Brooklyn Community Development Corporation, The Save Our Land Coalition, I-Open.org, Midtown Brews, Our Lady of Angels Church, Northern Ohio Holy Cross Alumni Club, Brooklyn Centre Historic District, Economic Development Collaborative+, Act III: Sixty Plus