Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Kalien has been in the financial services industry since 1998 and is currently registered with Commonwealth Financial Network in Eau Claire, WI. Timothy is a Series 7 and Series 63 licensed representative. He is also a Series 24 general securities principal and a Series 66 registered representative. Timothy's professional experience includes roles at Securities America, Inc., Commonwealth Financial Network and Ameriprise Financial Services, Inc. Timothy is committed to providing financial advice and guidance to individuals and families in the Eau Claire area. He specializes in a variety of financial services, including financial planning, investment management, insurance, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
01/28/2016 - Present
Commonwealth Financial Network (Eau Claire WI)
WI
11/01/2012 - 01/29/2016
SECURITIES AMERICA, INC. (EAU CLAIRE WI)
WI
11/14/2005 - 11/08/2012
COMMONWEALTH FINANCIAL NETWORK (EAU CLAIRE WI)
WI
05/06/1998 - 11/14/2005
AMERIPRISE FINANCIAL SERVICES, INC. (ALTOONA WI)
MN
05/06/1998 - 11/14/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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