Founders Financial Alliance
47yrs
Top advisor by experience in Durham
8yrs
Based in Durham, North Carolina, Timothy Iseler is a fiduciary financial advisor with 8 years of industry experience. Timothy has been with Iseler Financial since 2019. Timothy holds the CFP® designation.
One of 496 advisors with offices in Durham, and one of 474 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
OfficeDurham, NC
FirmIseler Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$153,764
States licensed ?1 state
Services through Iseler Financial
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2019 – nowIseler FinancialCurrent firm
Questions to ask Timothy
Tailored to Timothy’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Timothy
How do I contact Timothy?
Call Iseler Financial at (919) 666-7604 and ask for Timothy Iseler. Timothy works from the Durham, NC office.
How long has Timothy been a financial advisor?
Timothy has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Timothy hold?
Series 65. Tap any license on this page to see what it allows.
Is Timothy a fiduciary?
Timothy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Timothy paid?
Iseler Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Timothy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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