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Timothy James Kaiser

Perigon Wealth Management, LLC

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About Timothy James Kaiser

Timothy Kaiser is a registered Investment Advisor Representative. Timothy has been in the financial services industry for over 12 years. Timothy has worked at several firms including Cetera Advisors LLC, First Allied Securities, Inc., and Girard Securities, Inc. Timothy is currently employed with Perigon Wealth Management, LLC, and is located in San Francisco, California.

Firm Information

Timothy Kaiser is currently registered with Perigon Wealth Management, LLC. Perigon Wealth Management, LLC is a wealth management firm based in San Francisco, CA. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $6.9 billion in assets and has a team of over 100 professionals.
Perigon Wealth Management, LLC

201 MISSION STREET

SAN FRANCISCO, CA 94105

$6.94B

Assets Under Management

9

Total Clients

76

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Timothy Kaiser’s Registration & Firm History

CA

11/17/2023 - Present

Perigon Wealth Management, LLC (SAN FRANCISCO CA)

CA

01/17/2018 - 05/24/2019

FIRST ALLIED SECURITIES, INC. (RANCHO SANTA FE CA)

CO

04/07/2017 - 01/17/2018

CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)

CA

09/14/2012 - 01/17/2018

GIRARD SECURITIES, INC. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 06/02/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/20/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/10/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy James Kaiser.
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