Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy John Koch is a registered representative with Osaic Wealth, Inc. Timothy has been in the industry since May 2010 and has experience with Woodbury Financial Services, Inc., SII Investments, Inc., and Ameriprise Financial Services, Inc. Timothy holds the Series 66, Series 7, and SIE licenses. Timothy specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Timothy also has experience in continuous process improvement consulting and training for manufacturing and processing companies.
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.
A percentage of the total value of assets under management is charged.
1
2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (WATERTOWN WI)
WI
11/28/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WATERTOWN WI)
WI
06/25/2013 - 11/01/2017
SII INVESTMENTS, INC. (WATERTOWN WI)
WI
03/31/2011 - 05/10/2013
AMERIPRISE FINANCIAL SERVICES, INC. (WATERTOWN WI)
WI
06/29/2009 - 07/16/2010
AMERIPRISE FINANCIAL SERVICES, INC. (WATERTOWN WI)
BOTH
Issued 07/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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