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portrait of Tim Seidel
FINANCIAL ADVISOR

Tim Seidel

CFP®, CEPA®
512 W Rollins, Moberly, MO 65270opens in a new window
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About Tim

As a financial advisor, I believe it is most important to understand my clients and their goals before investing their money. Born and raised in Missouri, I am fortunate to have developed deep, personal relationships with the clients I serve.

From a young age, I knew I wanted to help others in a way that has a lasting impact. Originally from Columbia, I attended Columbia College where I graduated cum laude with a Bachelor of Science in business administration with concentrations in management, HR management and finance.

In 2020, I received the CFP® certification after fulfilling extensive education requirements, passing the...

Focus Areas

  • Wealth Strategies
  • Charitable Giving
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies

Work History

  • Edward JonesSeptember 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Columbia College-ColumbiaBachelor of Science
  • Columbia College-ColumbiaBachelor of Science

Personal Interests

  • Traveling
  • Spending Time with Family
  • Reading

Team Members

  • Karen Emerson
    Sr. Branch Office Administrator
  • Gina Mulnix
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(660) 263-8888

Fax

(888) 413-8069

Office Address

512 W Rollins
Moberly, MO 65270opens in a new window

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