Timothy Perryman has been Managing Partner of Mirretti Perryman Wealth Strategies since October 2017, is a control person of the firm and directly owns between 50% and 75% of it. Timothy Perryman holds a Bachelor's degree from Valparaiso University.
Mirretti Perryman Wealth Strategies, LLC is a Skokie, IL firm with $179M under management, 178 clients and 3 advisers across 3 offices, as of its March 2026 filing.
Timothy Perryman is Principal of Mirretti Perryman Wealth Strategies, based in Skokie, IL. He cofounded the firm with Dominic Mirretti in 2016, and his focus is retirement planning, including retirement income distribution, portfolio composition and management, estate planning, and small business benefit implementation. Before founding the firm he worked as a Financial advisor at Thrivent Financial.
Timothy Perryman’s longest registration was 10 years at Thrivent Investment Management Inc. (2005–2016). Before joining Mirretti Perryman Wealth Strategies in 2022, Timothy Perryman was registered through Raymond James Financial Services Advisors, Inc and Thrivent Investment Management Inc.
- – present · 4 yearsSkokie, IL · Adviser representative · Firm CRD 319408
- Raymond James Financial Services Advisors, Inc– · 6 yearsSkokie, IL · Adviser representative · Firm CRD 149018
- Thrivent Investment Management Inc.– · 10 yearsChicago, IL · Adviser representative · Firm CRD 18387
Professional designations
Listed by Mirretti Perryman Wealth Strategies
- CFP®
Investment adviser representative registrations
Timothy Perryman is registered as an investment adviser representative in 2 states. Each was approved in April 2022.
- IllinoisSince 15 April 2022
- TexasSince 15 April 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 1 April 2017 |
| Series 66 | Uniform Combined State Law Examination | 21 June 2005 |
| Series 7 | General Securities Representative Examination | 17 April 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 June 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 June 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Timothy Christian Perryman
- CRD
- 4401313
- Firm
- Mirretti Perryman Wealth Strategies · CRD 319408
- Role
- Managing Partner
- Office
- 4711 GOLF ROAD, SUITE 402, Skokie, IL 60076
- Registration
- Investment adviser registration
- In the industry since
- May 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mirrettiperryman.com
Where does Timothy Perryman work?
Timothy Perryman has been Managing Partner of Mirretti Perryman Wealth Strategies, LLC since October 2017, and is a control person of the firm.
Is Timothy Perryman a financial advisor?
Yes. Timothy Perryman has a current investment-adviser registration in Illinois and Texas, through Mirretti Perryman Wealth Strategies since April 2022.
How many years of experience does Timothy Perryman have?
Timothy Perryman has 24 years in the financial industry, since May 2002, across 3 adviser firms.
What exams has Timothy Perryman passed?
Timothy Perryman has passed 5 licensing exams: the Series 63, Series 6, Series 7, Series 66 and Series 24. The earliest, the Series 63, was passed in June 2001. FINRA credited Timothy Perryman with the SIE, which began in October 2018.
Where did Timothy Perryman work before Mirretti Perryman Wealth Strategies?
Before Mirretti Perryman Wealth Strategies, Timothy Perryman was registered through Thrivent Investment Management Inc., July 2005 to March 2016.
Where is Timothy Perryman based?
Timothy Perryman’s registered office is in Skokie, IL.
Is Timothy Perryman registered with FINRA?
No. Timothy Perryman has no current broker registration.
Is Timothy Perryman a CFP?
Mirretti Perryman Wealth Strategies lists Timothy Perryman with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Timothy Perryman’s record?
Search CRD 4401313 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Perryman’s full registration record.
