AeroLeads people directory · profile
Tim Haehnel, Cfp® Email & Phone Number
Lead Advisor and Manager
at
RubinBrown Advisors
1 work email found
@rubinbrown.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Lead Advisor and Manager
Location
Greater St. Louis, United States
Company size
Who is Tim Haehnel, Cfp®? Overview
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Quick answer
Tim Haehnel, Cfp® is listed as Lead Advisor and Manager at RubinBrown Advisors, a with 12 employees, based in Greater St. Louis, United States. AeroLeads shows a work email signal at rubinbrown.com and a matched LinkedIn profile for Tim Haehnel, Cfp®.
Tim Haehnel, Cfp® previously worked as Lead Advisor / Manager at Rubinbrown Llp and Support Advisor at Rubinbrown Llp. Tim Haehnel, Cfp® holds Master Of Science, Finance, Gpa: 3.78/4.00 from Vanderbilt University - Owen Graduate School Of Management.
Company email context
Email format at RubinBrown Advisors
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*@rubinbrown.com
68% confidence
AeroLeads found 1 current-domain work email signal for Tim Haehnel, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Tim Haehnel, Cfp®
I graduated with a Masters of Science in Finance at Vanderbilt University's Owen Graduate School of Management in May 2021. My current role is a Support Advisor for RubinBrown Advisors, a wholly owned affiliate of RubinBrown LLP. We are a registered investment advisor (RIA) with $2B+ of assets under management. I graduated in December 2018 from Saint Louis University with a bachelors in finance with a minor in accounting. My areas of interest include financial planning and wealth management, investment research, and portfolio management.
Current workplace
Tim Haehnel, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Rubinbrown Advisors
6 roles
Tim Haehnel, Cfp® work experience
A career timeline built from the work history available for this profile.
Lead Advisor / Manager
Current
Jun 2024 - Present
Support Advisor
• Researched actively management fund selection data and presented findings to the investment committee that were applied to client portfolios to improve manager performance• Created a database of over 100 subjects related to financial planning and investing to incorporate in building financial plans and portfolio allocations to decrease overall case building time• Collaborated with lead advisors to design financial plan cases for new business opportunities and participated in pitching these deliverables to prospective clients during meetings
Jan 2019 - Jun 2024
Investment Advisory Intern
• Prepared client portfolio reviews each quarter and recommended rebalancing asset allocations as needed based on research findings over economic outlook to align with target portfolio weightings• Assisted team members by coordinating with clients to execute administrative onboarding processes for $3M+ new assets under management across four custodians
Jun 2018 - Jul 2018
Business Advisory Services Intern
• Developed financial models such as proof of revenue and customer concentration for clients among other due diligence services on M&A projects that were delivered to clients
Jun 2017 - Jul 2017
Summer Intern
• Acquired and maintained relationships with contacts regarding upcoming events and programs• Created flyers and posters to be used at events sponsored by the Archdiocese of Saint Louis
Jun 2015 - Jul 2015
Team & coworkers
Colleagues at RubinBrown Advisors
Other employees you can reach at rubinbrownadvisors.com. View company contacts for 12 employees →
KM
Kevin Mcgrew, Cpa, Pfs, Cfa, Cfp
Colleague at Rubinbrown AdvisorsLeawood, Kansas, United States
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MB
Michael Barlow, Cfp®
Colleague at Rubinbrown AdvisorsSt Louis, Missouri, United States
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DC
Diane Coe Dercher, Cfp®, Cdfa®
Colleague at Rubinbrown AdvisorsLeawood, Kansas, United States
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Kevin Mcgrew, Cpa, Pfs, Cfa, Cfp
Colleague at Rubinbrown AdvisorsLeawood, Kansas, United States
View →
MB
Michael Barlow, Cfp®
Colleague at Rubinbrown AdvisorsSt Louis, Missouri, United States
View →
DC
Diane Coe Dercher, Cfp®, Cdfa®
Colleague at Rubinbrown AdvisorsLeawood, Kansas, United States
View →
2 education records
Tim Haehnel, Cfp® education
Master Of Science, Finance, Gpa: 3.78/4.00
Bachelor’S Degree, Finance, Gpa: 3.97/4.00
FAQ
Frequently asked questions about Tim Haehnel, Cfp®
Quick answers generated from the profile data available on this page.
What company does Tim Haehnel, Cfp® work for?
Tim Haehnel, Cfp® works for RubinBrown Advisors.
What is Tim Haehnel, Cfp®'s role at RubinBrown Advisors?
Tim Haehnel, Cfp® is listed as Lead Advisor and Manager at RubinBrown Advisors.
What is Tim Haehnel, Cfp®'s email address?
AeroLeads has found 1 work email signal at @rubinbrown.com for Tim Haehnel, Cfp® at RubinBrown Advisors.
Where is Tim Haehnel, Cfp® based?
Tim Haehnel, Cfp® is based in Greater St. Louis, United States while working with RubinBrown Advisors.
What companies has Tim Haehnel, Cfp® worked for?
Tim Haehnel, Cfp® has worked for Rubinbrown Advisors, Rubinbrown Llp, and Archdiocese Of St. Louis.
Who are Tim Haehnel, Cfp®'s colleagues at RubinBrown Advisors?
Tim Haehnel, Cfp®'s colleagues at RubinBrown Advisors include Kevin Mcgrew, Cpa, Pfs, Cfa, Cfp, Michael Barlow, Cfp®, and Diane Coe Dercher, Cfp®, Cdfa®.
How can I contact Tim Haehnel, Cfp®?
You can use AeroLeads to view verified contact signals for Tim Haehnel, Cfp® at RubinBrown Advisors, including work email, phone, and LinkedIn data when available.
What schools did Tim Haehnel, Cfp® attend?
Tim Haehnel, Cfp® holds Master Of Science, Finance, Gpa: 3.78/4.00 from Vanderbilt University - Owen Graduate School Of Management.
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