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Timothy John Schwiebert

Topsail Wealth Management LLC

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About Timothy John Schwiebert

Timothy Schwiebert is an investment advisor representative with Topsail Wealth Management LLC, based in Charlotte, NC. Timothy has been in the securities industry since 1996 and has a variety of licenses and registrations. Timothy also manages assets for individuals, high net worth individuals, charitable organizations, and corporations.

Firm Information

Timothy Schwiebert is currently registered with Topsail Wealth Management LLC. Topsail Wealth Management LLC is a Charlotte, NC-based registered investment advisor with approximately $875,692,224 in regulatory assets under management. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations. The firm participates in a wrap fee program.
Topsail Wealth Management LLC

10800 SIKES PLACE

CHARLOTTE, NC 28277

$875.69M

Assets Under Management

Not reported

Total Clients

3

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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percentage of assets

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

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Timothy Schwiebert’s Registration & Firm History

NC

07/11/2024 - Present

Topsail Wealth Management LLC (CHARLOTTE NC)

OH

01/08/1998 - 05/15/2024

L.M. KOHN & COMPANY (CINCINNATI OH)

OH

11/04/1996 - 01/12/1998

THE GLASER CAPITAL CORPORATION (CINCINNATI OH)

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Licenses & Designations

IA

Issued 05/23/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/11/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/06/2004

Series 24 - General Securities Principal Examination

BC

Issued 05/07/2002

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/01/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy John Schwiebert.
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