Timothy R Barnhart
Wealth Management Advisor|CLU®, ChFC®, RICP®, CLTC®, ChSNC®
Personal
Tim grew up in Phoenix, NY and received his Bachelor of Arts in Communication Studies and Bachelor of Science in Business Administration from Oswego State University. Tim began his career at Northwestern Mutual in 2001 as a Financial Representative Intern. Upon graduation, Tim followed in his father Fred's footsteps as he transitioned into the Financial Representative role in 2002. He became a College Unit Director in 2003, Field Director in 2005 and was appointed Managing Director in April 2011. Tim stepped away from that role in 2018 to focus on developing deep meaningful client relationship as well as building his team. Tim has the CLU®, ChFC®, RICP®, CLTC, and ChSNC® designations from the American College of Financial Services. A highly sought after industry speaker, Tim has spoken to over 20 Northwestern Mutual offices across the country as well as several regional an annual meeting, covering a range of topics.
Tim has been active in his community and is an active alum of Oswego State University. He has served on a number of boards including the March of Dimes, the Rosamond Gifford Zoo, Pass Da’ ROCK, and the Oswego Alumni Association. Tim currently serves on the Board of Directors for Oswego Health and is the President of the Baldwinsville Pop Warner.
Tim was proud to establish the Tim '02 and Andrea Barnhart Emerging Leaders Scholarship at Oswego State University in 2014 and he was a founding member of the Syracuse University Legends Society.
Tim is married to Andrea and reside in Baldwinsville with their daughter Lindsay, son Kyle and their Bichon, Spencer. They are Syracuse University sports enthusiasts and enjoy spending time with their friends and family. Tim’s values are Family, Fun, and Legacy.
Professional
Timothy R. Barnhart
Financial Advisor
Tim Barnhart received his B.S. in Business Administration and B.A. in Communication Studies from Oswego State University. Tim has received the designation Certified in Long Term Care (CLTC®) from the Corporation for Long Term Certification, Inc as well as Certified Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RICP) from the American College. He has been a Financial Representative with Northwestern Mutual since 2002, as well as a Registered Representative with Northwestern Mutual Investment Services, LLC since 2003. In 2015, he became a Financial Advisor with Northwestern Mutual Wealth Management.
Background
Financial Representative - Northwestern Mutual (2002)
Registered Representative - Northwestern Mutual Investment Services, LLC (2003)
College Unit Director - Northwestern Mutual (2005)
Field Director - Northwestern Mutual (2007)
Certified Coach - Northwestern Mutual (2011)
Managing Director - Northwestern Mutual (2011-2017)
Financial Advisor - Northwestern Mutual (2015-Present)
Associations and Memberships
Former Member of the SUNY OSWEGO Alumni Board of Directors
Member of the National Association of Insurance and Financial Advisors
Former Member of the Board of Directors of Friends of the Rosamond Gifford Zoo
Former National Chair for the Fund for Oswego
Former Member of the Board of Directors for Pass 'Da Rock
President of Baldwinsville Pop Warner
Member of Oswego Health Board of Directors
Years of Experience
Representing Northwestern Mutual since 2002.
Education
Oswego State University - Business Administration (Bachelor of Science)
Oswego State University - Communication Studies (Bachelor of Arts)
Awards and Recognition
Honoree for Board Leadership at the SUNY Oswego Alumni Association (2018)
Syracuse Non-Profit Award
Million Dollar Round Table Qualifying Member (2008-2015)
Million Dollar Round Table is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply each year to continue their affiliation with the Million Dollar Round Table
National Association of Insurance and Financial Advisors Quality Award (2011-2014)
National Association of Insurance and Financial Advisors Quality Award recognizes commitment to excellence in services to clients and industry
National Quality Award (2006, 2008-2010)
National Quality Award recognizes persistency and performance
National Sales Achievement Award (2004, 2006, 2008-2010)
National Sales Achievement Award recognizes performance
CNY Business Journal 40 Under Forty (2011)
Each year 40 people under the age of 40 are honored who have excelled not only in their workplace, but also in their communities.
Million Dollar Round Table Qualifying Member (2008-2023)
Million Dollar Round Table Qualifying/Life Member (2017-2019)
National Association of Insurance and Financial Advisors Quality Award (2011-2017)
Award recognizing commitment to excellence in service to clients and industry
National Quality Award (2006, 2008-2010)
Award recognizing persistency and performance
National Sales Achievement Award (2004, 2006, 2008-2010)
Award recognizing performance
Forbes Best-In State Top Financial Security Professional (2022, 2023)
We are proud to celebrate the 2022 and 2023 Forbes Best-In-State Top Financial Security Professional Rankings. Ranking Published 7/26/23. Data as of 12/31/22. No compensation provided for ranking.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
