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Private Wealth Services & Investment Advisory | Blackbridge Financial | Tim Sallee, CFP®
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Tim Sallee, CFP®

Blackbridge Financial

“Everyone has their own unique interests and goals. We understand this about people, so all of our portfolios are custom built. This is the only way to properly take care of people.”

– Tim Sallee, CFP®

Check the background of this investment professional

Phone: (417) 351-5844

Email: tsallee@nullbbridgefin.com

Website: http://www.timsallee.com

Address:

1650 East Battlefield Road, Suite 120

Springfield, MO 65804

Staff

Angela McCain
Executive Assistant
to Tim Sallee

(417) 351-5844

amccain@nullbbridgefin.com

Tim Sallee, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

As a Certified Financial Planner™ Professional for the past 19 years, Tim has worked to help scores of families retire with confidence. Tim uses fiduciary-driven, common sense, proven techniques in an effort to help people improve their financial position in life. Tim strives to develop genuine, quality relationships, which often evolve into multi-generational planning and investing.

 

The key to his process is communication with his clients. He uses a “free-style” approach to understanding incoming clients, so that he can identify their interests and goals. Tim recognizes that his clients must feel comfortable enough to ask questions at any time, knowing they will get timely and well-explained answers to their questions.

 

A Missouri native, Tim has enjoyed living in Springfield for the last 16 years with his wife, Tori, and their teenage daughters, Anna and Rachel. When away from the office, Tim coaches his daughters’ softball & basketball teams and spends time boating with his family. When time allows, he likes to work in a round of golf.

Niche:
Near-Retirement, Multi-generational Estate Planning & Wealth Management


Business Recognition:

  • 2019 LPL Freedom Club*
  • 2018 LPL Directors Club*


Memberships:

  • Southeast Rotary – Springfield, MO
  • Schweitzer United Methodist Church – Springfield, MO]
  • Highland Springs Country Club


Interesting Fact:
Tim runs marathons and plays the ukulele.

Volunteer Work:
Sponsor & Volunteer for Tour de Crawdad, an annual fundraiser for Champions Committed to Kids

 

* The LPL Directors Club and The LPL Freedom Club achievements are based on annual production among LPL Advisors only.

Uniform Combined State Agent

Series 6

Investment Company Products/Variable Contracts Representative

Held with LPL Financial

Series 7

General Securities Registered Representative

Held with LPL Financial

Series 63

Uniform Securities State Agent

Held with LPL Financial

Series 65

Held with Independent Advisor Alliance and LPL Financial

CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

Securities Registration States

AL, AK, AR, FL, GA, IL, IN, IA, KS, MI, MO, NC, OK, OR, SC, TX, VA

Insurance Registration States

AK, AR, FL, IL, IN, KS, KY, MI, MO, NC, OK, TN, TX, VA

Disclosure

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.

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