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Timothy James Kirch

Nashville Financial Planning

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About Timothy James Kirch

Timothy Kirch is a financial advisor at Nashville Financial Planning. Timothy is registered with the state of Tennessee and has been in the industry since 2007. Timothy Kirch specializes in providing financial planning and portfolio management services to individuals.

Firm Information

Timothy Kirch is currently registered with Nashville Financial Planning. Nashville Financial Planning is a financial planning firm that provides portfolio management services to individuals. They have one licensed agent and one investment advisor representative, managing $2,555,188 in assets for 2 clients.

$2.56M

Assets Under Management

1

Total Clients

1

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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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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Timothy Kirch’s Registration & Firm History

TN

10/10/2023 - Present

Nashville Financial Planning (FRANKLIN TN)

TN

01/14/2023 - 08/04/2023

TD AMERITRADE, INC. (Franklin TN)

TN

11/02/2015 - 08/04/2023

CHARLES SCHWAB & CO., INC. (Franklin TN)

MD

09/24/2007 - 09/30/2015

FIDELITY BROKERAGE SERVICES LLC (ANNAPOLIS MD)

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Licenses & Designations

BOTH

Issued 01/17/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/13/2012

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/13/2012

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy James Kirch.
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