Tim Kueberth in

Tim Kueberth

Inquirer · DISC type dc
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.

Read the full overview →
Experience
27 Years
Current Role
Financial Planner
Location
Frederick, Maryland, United States
Personality Overview

How Tim shows up

Upfront
Judgemental
Hard To Convince

They care equally about the product and its potential impact. They can be nudged to make faster decisions by offering what they value. They don’t always try to control the conversation but neither do they like yielding it fully.

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

No media yetWe could not find public media appearances for this person.
Education
1992 - 1997
BA
Hood College
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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