Timothy M. Fries, CFP® ⓘ
Financial Advisor
Tim is originally from the St. Louis, Missouri area and moved to the Chippewa Valley in 1998. He owns Fries Financial Group LLC and has been in the financial services business since 1994. Tim previously sat on the board of the Chippewa Falls Chamber of Commerce and St. Charles Future Fund Trust. He has been actively involved on several community Boards, including [past Chairman for] the Chippewa Valley United Way (Campaign Chair and Board Chair), Chippewa Valley YMCA, Friends of St. Joseph’s Hospital (Past Chair), Chippewa Falls Chamber of Commerce (Past Chair), and Chippewa Falls Boys and Girls Club (Spokes Family). Tim has also served as the past President of the Chippewa Falls Noon Kiwanis Club and the Chippewa Falls Lions Club. Tim is married to Marie-Christine and has two children, Matthew and Ava.
Credentials
Branch Manager
Licensed General Securities Principal
CFP® Professional
Institute of Investment Management Consulting*
Chairman's Council Member** 2017-2022
Education
BA in Applied Mathematics
Saint Louis University, 1994
St. Louis University High, 1990
*The investment Management Consultant designation is awarded to those who complete the internal Raymond James Institute of Investment Management Consulting program.
**Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating.
Raymond James Financial Services is not affiliated with the above independent organizations.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individual who successfully complete CFP Board’s initial and ongoing certification requirements.