Tim Obendorf, CFP^®

President

Steward Advisors

220 N. Green St.
Chicago, IL 60607

FINANCIAL ADVISOR'S WEBSITE

www.stewardadvisors.com

(630) 537-0111 CONNECT WITH Tim

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee only

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$250,000

General

Tim Obendorf is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Steward Advisors in Chicago, IL and the surrounding communities.

Financial Advisor Overview

Life is complicated. It’s also busy. Finances are getting more complex every year. As a result, it’s difficult to realize goals without a trusted team of wealth advisors to guide you in making wise financial choices. •You can rely on us for expertise, objectivity, and individual attention. •We will work with you to develop a highly personalized plan and investment strategy to grow and protect your wealth and allow you to accomplish your objectives. •Personal values drive our professional behavior and service at Steward Advisors. •We ask our clients to openly share stories with us so we can understand what makes each client distinctive and tailor solutions that make sense for what they personally value. Maybe it’s time to explore a different way of being served.

Financial Advisor Experience

Tim brings 35 years of financial services expertise to the firm. Tim started his career as a commercial and investment banker where he worked with businesses to solve complex financial problems. Often these solutions involved coordinating financial, accounting, legal and business strategy expertise. Tim then used those skills to help The ServiceMaster Company with strategic financial planning and capital markets transactions. As a member of ServiceMaster’s 401k oversight committee, Tim became passionate about helping individuals and families prepare for their financial futures. For the past 15 years, Tim has worked with high net worth families, helping them make wise financial choices. Tim finds great satisfaction helping clients connect their financial decisions to their personal and family values. He understands that good advice begins with building a relationship founded on trust. Tim loves helping clients succeed and building friendships along the way.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Career Change, Asset Allocation, Corporate Finance, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth