Tim McLaughlin, CFP®, CKA®

Tim McLaughlin, CFP®, CKA®

Founding Partner

Professional Background

Tim began his career in the financial services industry in 2010 after graduating with a Bachelors degree in Business Administration from the University of Iowa. Since then, he has counted it a privilege to help his clients wisely steward their resources.

As the son of two entrepreneurs, Tim grew up sorting receipts, cutting the grass at the office, filing paperwork and printing reports (on those obnoxiously loud printers). Learning the importance of honest, hard work early in life put Tim in a position years later to help transform the practice into the growing ensemble that is today known as Harvest Point® Wealth Management.

As a CFP® professional - widely recognized as the standard of excellence for financial planners - Tim is a strong proponent of the comprehensive financial planning process. Interestingly, only 35% of financial advisors in the United States are Certified Financial Planner™ professionals*. Tim is also a Certified Kingdom Advisor®, setting him apart as an advisor who has pursued the integration of faith and finance to the highest credentialed level in the financial advising profession.

Family & Personal

Away from the profession, Tim cherishes the fleeting time with his loving wife, Laura, and energetic young daughters. He enjoys reading, serving in various ministries, playing pick-up basketball, wakeboarding, and is still trying to yell less during Hawkeye sporting events. But the most important thing in Tim’s life is his personal relationship with Jesus Christ.

Professional Organizations

  • President, Capital City Connection
  • Member, Kingdom Advisors 
  • Member, Iowa Christian Generosity Counsel
  • Past Board Member, Society of Financial Service Professionals – Central Iowa Chapter

Education

  • University of Iowa – Bachelors in Business Administration, Tippie College of Business (2010)
  • University of Georgia – Certificate in Financial Planning, Terry College of Business (2016)
  • Indiana Wesleyan University – CKA® Educational Program (2022)

Licenses

  • Securities: Series 7 & 66 held through LPL Financial – Offering investment advisory services and securities in multiple states.
  • Insurance: Life, Accident and Health, and Variable Life – Offering insurance products and services in multiple states.

Certifications

  • CERTIFIED FINANCIAL PLANNER™ certification – Certified Financial Planner Board of Standards, Inc. – License 266163
  • Certified Kingdom Advisor® - Member ID# 1019697

Favorite Philanthropic Organizations

  • Friendship Center
  • Freedom for Youth Ministries
  • Ruth Harbor Ministries

*263,030 Personal Financial Advisors in the US (https://www.bls.gov/oes/current/oes132052.htm) and 93,032 CFP® professionals (https://www.cfp.net/knowledge/reports-and-statistics/professional-demographics).