CoverProfile

Timothy Shirk

Financial Planner

Francis LLC

United States, Wisconsin, Pewaukee

About Me

Tim serves as a Money Advisor with the MoneyAdvice@Work® Team and is responsible for providing education and individual advisory services. He graduated from the Moody Bible Institute with a Bachelor of Science degree. After serving as an aircraft mechanic and flight instructor, and then a business operations analyst at a national bank, Tim joined Francis Investment Counsel, returned to school, and obtained his a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

Profile Information

Financial Planner

Francis LLC

Investment Team

Investor

Consultant

Pewaukee

Wisconsin

United States

Oct 14, 2025

Work Experience

Francis LLC

Financial Planner
Mar 2006 - Present
Email: timothy.shirk@francisway.com

More profiles to browse

Profile Photo
Kevin Skow
Vice President Retirement Plan Consultant, Regional Director
Profile Photo
Kelli Send
Co-Founder, Principal & Senior Vice President
Profile Photo
Edward Mcilveen
Principal - Director of Research and Chief Investment Officer - Vice President Investment Consulting
Profile Photo
Joseph Topp
Principal, Vice President - Investment Consulting Services

You Might Like

BW
Bill Wood
Managing Member, Principal
Nova R Wealth
JB
Joy Bunzel
Client Services
Sierra Investment Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation