Broker Check
Timothy M. Creech, MSFS

Timothy M. Creech, MSFS

Wealth Advisor

 Address: 10800 Sikes Place, Suite 120, Charlotte, NC 28277

“Intelligent Planning and Risk Management. We partner with you not only to pursue your dreams, but also to plan ahead for those you love. We listen and we get it.” - Timothy M. Creech, MSFS

Financial success is most often a matter of patterned behavior over time. With more than four decades of industry experience, Tim has found that intelligent planning coupled with risk management is beneficial for his clients. He specializes in portfolio risk management and has expertise in managing wealth over a client’s lifetime. Tim has demonstrated advanced knowledge in several key investment areas and recently completed a Master of Science in Financial Services degree (MSFS).

Personalized service is of the utmost importance to Tim. Clients can expect quarterly meetings, a probability analysis of goals and investments, and detailed meeting notes. He uses a methodical process to help clients move toward their individual goals. Tim is proud to have served several of his clients for the past 42 years.

Tim began his career as a financial advisor in 1977 with Penn Mutual. In 2002, he affiliated with National Planning Corporation which was acquired by LPL Financial in 2017. Resources at LPL Financial, including strategists, investments models, and a responsive research department, have allowed Tim to expand the possibilities for his clients.

Tim is a native North Carolinian who enjoys a variety of interesting hobbies. He is a member of the Myers Park United Methodist Church and resides in Charlotte, NC, with his wife, Gladys Ann.

Military Service:

Attended Officer Candidate School for the U.S. Marine Corp following college; served 4.5-years as a Captain and another 8-years in the Reserves.

Hobbies:

Backpacking, competitive horse carriage driving, strength training, competitive ballroom dance, amateur radio, Krav Maga, yoga, travel…and more!

Greatest Accomplishment:

The personal relationships developed with clients, family, and friends.

Interesting Fact:

Colonel Oliver North was Tim’s ‘night patrolling’ instructor at Quantico, VA.

Education:

Greensboro College, Bachelor of Arts in Education

Check My Background with FINRA

Series 7General Securities Registered RepresentativeHeld with LPL Financial
Series 63Uniform Securities State AgentHeld with LPL Financial
Series 66Uniform Combined State AgentHeld with Independent Advisor Alliance & LPL Financial
MSFSMaster of Science in Financial ServicesEarned at the Institute for Business and Finance, 2010
Securities Registration States:CA, CO, DE, FL, GA, IL, MI, MS, NC, NE, NJ, PA, SC, TX, VA, WI 
Insurance Registration States:CA, FL, GA, IL, MI, NC, NY, PA, SC, KY, OH, WI, TX, VAlife and long-term care insurance
Office of Supervisory JurisdictionIndependent Advisor AllianceHeadquartered in Charlotte, NC
DisclosureSecurities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Blackbridge Financial is a separate entity from LPL Financial. 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.