Tim Kueberth in

Tim Kueberth

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Financial Planner at Prudential Financial
📍 Frederick, Maryland, United States

Tim is a Financial Planner with Prudential, leveraging a robust background that includes roles at M&T Bank and Edward Jones. His earlier career as a Business Analysis Manager at Fannie Mae provides a unique analytical foundation. He holds a BA from Hood College and is a CERTIFIED FINANCIAL PLANNER™ professional based in Frederick, MD.

Outside of his financial planning practice, Tim is an active member of his community. He contributes his time and talent as a singer with The Frederick Chorale and has been involved with the Knights of Columbus and the Frederick Arts Council, showing a dedication to both local arts and community service.

He has a passion for music, performing as a tenor and bass singer in community choral ensembles.

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Experience
27 Years
Current Role
Financial Planner
Location
Frederick, Maryland, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Tim cares about

Comprehensive Financial Planning
As a fee-based financial planner, his work is centered on creating detailed and robust financial plans that help clients make better-informed decisions.
Retirement Transition
Specializes in helping clients navigate the shift from living on wages to relying on retirement assets and Social Security, a focus in multiple career roles.
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Career

Work history

10-2020
Financial Planner
Prudential Financial
3-2019 - 10-2020
Financial Advisor
M&T Bank
10-2015 - 3-2019
Financial Advisor
Edward Jones
8-2010 - 7-2015
Business Analysis Manager
Fannie Mae
7-2007 - 8-2010
Senior Consultant
TLC Technologies
In the press

Media appearances

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Education
1992 - 1997
BA
Hood College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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