• Tim Herling

    Financial Planner, RJFS

    Vice President, CWA

Tim Herling is a registered investment advisor representative and financial planner with Raymond James Financial Services, Inc.

Tim graduated from Brecksville-Broadview Heights High School in Broadview Heights, Ohio. He attended Ohio University and received a dual major bachelor's degree in finance and management in 1994. He currently holds the following licenses and designations:

  • Series 7 – General Securities Representative
  • Series 63 – Uniform Securities Agent State Law
  • Series 65 – Registered Investment Advisor
  • Ohio Life Health & Annuity Insurance License

Active in the financial services industry since 1994, Tim started his career in Cincinnati with H.J. Meyers. He then moved on to Josephthal Lyon & Ross. Prior to forming Creative Wealth Associates, Inc., Tim was a financial planner at Independent Advisors.

Tim lives in Copley, Ohio with his wife. Heather. and his three children: Jeremy, Dillon and Danielle with number four on the way. In addition to spending time with his family Tim’s hobbies include golfing and collecting wine. Tim and his family are members of St. Hillary church in Fairlawn.