Tim Walkenhorst, CFP®
Tim is a stand-out at Renaissance Financial and in the financial industry because of his enthusiasm, energy and dedication to finding solutions tailored specifically to each of his clients. He is deeply committed to developing a financial strategy that works over the long term and he cultivates his client relationships to last. Whether he is working with business professionals, young families or retirees, he devotes himself to understanding their current situations and needs. As a husband, father, son, brother, and friend, he recognizes the importance of making sure that his clients are prepared not only for their futures but the futures of their families as well.
Since joining Renaissance Financial in 2002, Tim has become an integral part of the firm. He mentors new financial advisors to help develop their businesses and is a friend to everyone throughout the office. Tim has also received Renaissance Financial's Platinum Advisor* status as of 2021 and is a Shareholder and member of the Investment Committee.
In 2015, Tim was named a 40 Under 40* winner from St. Louis Business Journal, a recognition of the outstanding success of his approach to his career, which has always been to put relationships first. That, in turn, has led to financial growth. He has been recognized by Securian Financial Services by being named to their 2013 Senate Club* and Presidents Club* in 2014 and 2015. In 2014, he was named a Five Star Wealth Manager** by Five Star Professionals Group and that same year he also earned the CERTIFIED FINANCIAL PLANNER™ certification, adding to his skill set as an advisor.
Beyond the office, Tim continues to give back to the community. He has been a mentor and served on several committees for Big Brothers Big Sisters of Eastern Missouri. In 2012, he chartered a new chapter for Rotary International and was the former president for the Rotary Club of Forest Park St. Louis. Tim is a proud alumnus of the University of Missouri-Kansas City, where he earned a degree from the Henry W. Bloch School of Management. Tim and his wife, Anne, currently reside in Glendale, MO with their two daughters, Rachel and Sarah and their son, Gabriel.
* Awards and club membership are granted annually based primarily on commissions, premiums, or fees generated from investment and insurance products of the previous year, and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.
** The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 2,683 St. Louis-area wealth managers were considered for the award; 164 (6% of candidates) were named 2021 Five Star Wealth Managers.
Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.