Tobias E. Timm

Services Offered

• Strategic portfolio analysis
• Customized recommendations
• Trade execution
• Bond accounting
• Educational sessions

About

Tobias E. Timm is a financial consultant based in East Lansing, Michigan, with extensive experience serving credit unions since 1989. He specializes in strategic portfolio analysis, customized recommendations, and trade execution, alongside providing bond accounting and educational sessions tailored to client needs. Tobias works with credit unions that have assets ranging from $20 million to $8 billion, ensuring they receive personalized and effective financial guidance. His background includes significant roles at Cantor Fitzgerald Wealth Partners and Morgan Stanley, contributing to his expertise in the financial sector.

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