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Timothy Mcafee, Cpa, Cfp®, Mst Email & Phone Number

Licensed Admin at The Retirement Wealth Management Group at LPL Financial
Location: Portage, Michigan, United States 5 work roles 3 schools
1 work email found @lpl.com 1 phone found area 631 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email t****@lpl.com
Direct phone (631) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
LPL Financial
Role
Licensed Admin at The Retirement Wealth Management Group
Location
Portage, Michigan, United States
Company size
7900 employees

Who is Timothy Mcafee, Cpa, Cfp®, Mst? Overview

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Quick answer

Timothy Mcafee, Cpa, Cfp®, Mst is listed as Licensed Admin at The Retirement Wealth Management Group at LPL Financial, a company with 7900 employees, based in Portage, Michigan, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 631, and a matched LinkedIn profile for Timothy Mcafee, Cpa, Cfp®, Mst.

Timothy Mcafee, Cpa, Cfp®, Mst previously worked as Licensed Admin at Lpl Financial and President at Mcafee & Associates, P.C.. Timothy Mcafee, Cpa, Cfp®, Mst holds Master Of Science, Taxation from Grand Valley State University.

Company email context

Email format at LPL Financial

This section adds company-level context without repeating Timothy Mcafee, Cpa, Cfp®, Mst's masked contact details.

*@lpl.com
71% confidence

AeroLeads found 1 current-domain work email signal for Timothy Mcafee, Cpa, Cfp®, Mst. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Timothy Mcafee, Cpa, Cfp®, Mst

Financial planning professional dedicated to providing objective financial advice and strategies to individuals and families approaching retirement or maintaining their lifestyles in retirement.Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above.For a list of states in which I am registered to do business, please visit: "www.retirementwealthmanagementgroup.com"Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL financial as to the accuracy or completeness. McAfee & Associates, P.C. and The Retirement Wealth Management Group are not registered broker/dealers and are not affiliated with LPL Financial.Specialties: Investment management, retirement planning for individuals, families and small employer groups, risk management, and financial education.

Listed skills include Networking, Tax, Financial Advisory, Finra, and 14 others.

Current workplace

Timothy Mcafee, Cpa, Cfp®, Mst's current company

Company context helps verify the profile and gives searchers a useful next step.

LPL Financial
Lpl Financial
Licensed Admin at The Retirement Wealth Management Group
san diego, california, united states
Website
lpl.com
Employees
7900
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Company profile
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5 roles

Timothy Mcafee, Cpa, Cfp®, Mst work experience

A career timeline built from the work history available for this profile.

President

Current
Mcafee & Associates, P.C.

7900 Kirkland Ct., Portage, Michigan 49024

Certified Public Accountants

Dec 2003 - Present

Lpl Financial Advisor

The Retirement Wealth Management Group

7900 Kirkland Ct., Portage, MI 49024

Financial planning, asset management, pension plan design and implementation; insurance services; investment policy statement design; web based reporting.

Jun 2013 - May 2023

Registered Principal

Mcafee Financial Services

Kalamazoo, Michigan

Financial planning, asset management, pension plan design and implementation; insurance services; investment policy statement design; web based reporting.

Dec 2003 - Jun 2013

Tax Partner

Tans & Mcafee, P.C.

Certified Public Accountants

Sep 1984 - Dec 2003
Team & coworkers

Colleagues at LPL Financial

Other employees you can reach at lpl.com. View company contacts for 7900 employees →

TM Tom Mitchell, Aams®, Ppc® Tom Mitchell, Aams®, Ppc® Colleague at Lpl Financial Brandon, Florida, United States, United States View → VP Valerie Penn Valerie Penn Colleague at Lpl Financial Banning, California, United States, United States View → PV Peter Valverde Peter Valverde Colleague at Lpl Financial San Diego Metropolitan Area, United States View → DA Dima Aboshady Dima Aboshady Colleague at Lpl Financial Austin, Texas, United States, United States View → RH Rhen Hernandez Rhen Hernandez Colleague at Lpl Financial San Diego, California, United States, United States View → JJ Jovanna Jackson Jovanna Jackson Colleague at Lpl Financial Charlotte Metro, United States View → SB Shauna Blake Shauna Blake Colleague at Lpl Financial Fort Mill, South Carolina, United States, United States View → RS Robert Stanlick Robert Stanlick Colleague at Lpl Financial Colorado Springs, Colorado, United States, United States View → AB Ava Balsinger Ava Balsinger Colleague at Lpl Financial Fort Mill, South Carolina, United States, United States View → RJ Randal Johnsrud Randal Johnsrud Colleague at Lpl Financial Rochester, Minnesota, United States, United States View →
3 education records

Timothy Mcafee, Cpa, Cfp®, Mst education

Associate Of Arts (A.A.), Accounting

Southwestern Michigan College

Associate of Arts Degree

FAQ

Frequently asked questions about Timothy Mcafee, Cpa, Cfp®, Mst

Quick answers generated from the profile data available on this page.

What company does Timothy Mcafee, Cpa, Cfp®, Mst work for?

Timothy Mcafee, Cpa, Cfp®, Mst works for LPL Financial.

What is Timothy Mcafee, Cpa, Cfp®, Mst's role at LPL Financial?

Timothy Mcafee, Cpa, Cfp®, Mst is listed as Licensed Admin at The Retirement Wealth Management Group at LPL Financial.

What is Timothy Mcafee, Cpa, Cfp®, Mst's email address?

AeroLeads has found 1 work email signal at @lpl.com for Timothy Mcafee, Cpa, Cfp®, Mst at LPL Financial.

What is Timothy Mcafee, Cpa, Cfp®, Mst's phone number?

AeroLeads has found 1 phone signal(s) with area code 631 for Timothy Mcafee, Cpa, Cfp®, Mst at LPL Financial.

Where is Timothy Mcafee, Cpa, Cfp®, Mst based?

Timothy Mcafee, Cpa, Cfp®, Mst is based in Portage, Michigan, United States while working with LPL Financial.

What companies has Timothy Mcafee, Cpa, Cfp®, Mst worked for?

Timothy Mcafee, Cpa, Cfp®, Mst has worked for Lpl Financial, Mcafee & Associates, P.C., The Retirement Wealth Management Group, Mcafee Financial Services, and Tans & Mcafee, P.C..

Who are Timothy Mcafee, Cpa, Cfp®, Mst's colleagues at LPL Financial?

Timothy Mcafee, Cpa, Cfp®, Mst's colleagues at LPL Financial include Tom Mitchell, Aams®, Ppc®, Valerie Penn, Peter Valverde, Dima Aboshady, and Rhen Hernandez.

How can I contact Timothy Mcafee, Cpa, Cfp®, Mst?

You can use AeroLeads to view verified contact signals for Timothy Mcafee, Cpa, Cfp®, Mst at LPL Financial, including work email, phone, and LinkedIn data when available.

What schools did Timothy Mcafee, Cpa, Cfp®, Mst attend?

Timothy Mcafee, Cpa, Cfp®, Mst holds Master Of Science, Taxation from Grand Valley State University.

What skills is Timothy Mcafee, Cpa, Cfp®, Mst known for?

Timothy Mcafee, Cpa, Cfp®, Mst is listed with skills including Networking, Tax, Financial Advisory, Finra, Strategic Financial Planning, Personal Finance, Mcafee, and Valuation.

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