Broker Check
Tim Roman, ChFC, CLU

Tim Roman, ChFC, CLU

Financial Advisor

Tim comes from a line of Equitable advisors as a third-generation member of Equitable. In 1995, after 6 years in banking with final positions as Branch Manager and Investment Specialist, he joined his father as a Financial Advisor in Stevens Point under the DBA of Roman, Roman & Associates. Tim’s focus is to develop financial “solutions” that bring clarity, freedom, and the confidence clients seek when it comes to their financial security.

Roman, Roman & Associates has had local experience since 1945 and has enabled us to offer you a wide range of financial products and services. Whether it is developing a financial strategy, creating a customized executive benefits program for your business, or representing your companies’ retirement plan, our mission is simple: to provide forward-thinking and cost‑effective financial strategies to our valued individual clients and businesses.

The keys to our success are our professional excellence and integrity, constant pursuit of open communication, and an in-depth understanding of each of our client’s unique financial needs.

Tim specializes in partnering with successful individuals, families, and businesses to build and arrange financial security. He will often partner with “top” state advisor teams to collaborate and recommend solutions that help ensure their best outcomes.

Tim graduated from UW-Madison with a bachelor’s degree in Math and Economics. He was previously employed at First Wisconsin and FirStar Bank (n/k/a US Bank) in Eau Claire as Branch Manager and Investment Specialist before returning home to Roman, Roman & Associates on McDill Pond in Stevens Point. Tim is a Hall of Fame Advisor for Equitable, is licensed in several states and holds FINRA Series 7, 63, 65, and 24 registrations, as well as Life, Accident, and Health Insurance licenses. He holds the ChFC and CLU designations from the American College.

He was a Badger/Division I baseball player, inducted into the SPASH Hall of Fame in 2014, coached youth baseball for 7 years, and in 1989 coached an undefeated high school baseball team to the State Championship. Tim and his wife reside on the Portage/Wood County line and have three grown children. Tim enjoys spending his free time with family and friends, golfing in spring and summer, and watching our Wisconsin sports teams.

CA License #0I25206

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