This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

TRUNORTH ADVISORS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66

First exam

May 6, 2016

First registration

May 6, 2016

Dual registered

no

Other names

Tim A Trier

IAPD individual key

6613715

• Occurred

  May 7, 2026
  Advisor changed firm

  Timothy Alan Trier left Lord And Richards for Trunorth Advisors (registered 2026-06-10)

  Form ADVobserved 5 days ago
• Occurred

  Jun 13, 2024
  Advisor changed firm

  Timothy Alan Trier left Ae Wealth Management, Llc for Lord And Richards (registered 2024-01-08)

  Form ADVobserved 5 days ago
• Occurred

  Jul 27, 2023
  Advisor changed firm

  Timothy Alan Trier left Thrivent Investment Management Inc. for Ae Wealth Management, Llc (registered 2023-08-03)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a90555a7-88c1-ccb3-16d5-c7035484591a

First observed

May 6, 2016

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.