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Tim Atkinson Email & Phone Number
Regional Manager
at
Credent Wealth Management
1 work email found
@tfg-advisors.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Regional Manager
Location
Bloomfield Hills, Michigan, United States
Who is Tim Atkinson? Overview
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Quick answer
Tim Atkinson is listed as Regional Manager at Credent Wealth Management, based in Bloomfield Hills, Michigan, United States. AeroLeads shows a work email signal at tfg-advisors.com and a matched LinkedIn profile for Tim Atkinson.
Tim Atkinson previously worked as Financial Advisor at Credent Wealth Management and Chief Compliance Officer at Tfg Advisors. Tim Atkinson holds Master Of Science, Finance, With Honors from Walsh College Of Accountancy And Business Administration.
Company email context
Email format at Credent Wealth Management
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{first}@tfg-advisors.com
86% confidence
AeroLeads found 1 current-domain work email signal for Tim Atkinson. Compare company email patterns before reaching out.
Profile bio
About Tim Atkinson
Client facing investment professional with 25 years of experience. Specialties include compliance, investment management, portfolio design, performance measurement, equity market research, operational systems and process development. Proficient with TD Ameritrade / Fidelity Wealth Central / Schwab InstitutionalAdvyzon, PortfolioCenter, Junxure, Morningstar Workstation, MS Excel Jedi Master
Listed skills include Portfolio Management, Asset Allocation, Investment Management, Wealth Management, and 6 others.
Current workplace
Tim Atkinson's current company
Company context helps verify the profile and gives searchers a useful next step.
Credent Wealth Management
Website
AeroLeads page
8 roles
Tim Atkinson work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Chief Compliance Officer
Tfg Advisors
Financial Advisor
Lifeplan Financial Advisory Group, Llc
Jan 2012 - May 2015
Relationship Manager & Chief Compliance Officer (Cco)
Samrah Advisory Services
Oct 2010 - Dec 2011
Relationship Manager & Chief Compliance Officer (Cco)
Yolles-Samrah Wealth Management, Llc
May 1996 - Oct 2010
Portfolio Manager
Olde Asset Management, Inc.
Mar 1993 - May 1996
Asst Branch Manager & Mortgage Loan Originator
Old Kent Bank & Trust Company
May 1987 - May 1991
3 education records
Tim Atkinson education
Master Of Science, Finance, With Honors
Bachelor Of Arts, Business / Economics
Education record
Utica Eisenhower H.S.
FAQ
Frequently asked questions about Tim Atkinson
Quick answers generated from the profile data available on this page.
What company does Tim Atkinson work for?
Tim Atkinson works for Credent Wealth Management.
What is Tim Atkinson's role at Credent Wealth Management?
Tim Atkinson is listed as Regional Manager at Credent Wealth Management.
What is Tim Atkinson's email address?
AeroLeads has found 1 work email signal at @tfg-advisors.com for Tim Atkinson at Credent Wealth Management.
Where is Tim Atkinson based?
Tim Atkinson is based in Bloomfield Hills, Michigan, United States while working with Credent Wealth Management.
What companies has Tim Atkinson worked for?
Tim Atkinson has worked for Credent Wealth Management, Tfg Advisors, Lifeplan Financial Advisory Group, Llc, Samrah Advisory Services, and Yolles-Samrah Wealth Management, Llc.
How can I contact Tim Atkinson?
You can use AeroLeads to view verified contact signals for Tim Atkinson at Credent Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Tim Atkinson attend?
Tim Atkinson holds Master Of Science, Finance, With Honors from Walsh College Of Accountancy And Business Administration.
What skills is Tim Atkinson known for?
Tim Atkinson is listed with skills including Portfolio Management, Asset Allocation, Investment Management, Wealth Management, Mutual Funds, Investment Advisory, Relationship Management, and Financial Advisory.
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