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Harrison Financial

Taking a Financial Inventory

A financial inventory can be done by anyone at any time. It's a good step to getting your financial house in order.

Principal Securities Form CRS Customer Relationship Summary

Timothy Harrison is licensed in AZ, FL, IA, IL, MI, MO, TX and WI to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. in AL, AZ, CO, DC, FL, IA, IL, MI, MN, MO, NJ, TX, VA, and WI.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

AIF^®(Accredited Investment Fiduciary^®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: Timothy Harrison may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if (s)he is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by Timothy Harrison that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution (s)he represents, contact your state securities law administrator.

Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company^® and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Referenced companies are members of the Principal Financial Group^®, Des Moines, IA 50392. Timothy Harrison, Principal National and Principal Life Financial Representatives, Principal Securities Registered Representatives, Financial Advisors. Harrison Financial is not an affiliate of any company of the Principal Financial Group^®

Principal Life maintains certificates of authority to transact insurance in all 50 states. Principal Life NAIC identification number is 61271. Principal National NAIC identification number is 71161.

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