Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Michael Wallerius is a financial advisor at Charles Schwab & CO., Inc. Timothy has over 5 years of experience in the financial industry. Timothy is a registered representative in the state of Wisconsin and Minnesota. Timothy's previous experience includes working at TD AMERITRADE, INC. and Edward Jones. Timothy is committed to providing clients with personalized financial advice and guidance.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
WI
04/28/2021 - Present
Charles Schwab & CO., Inc. (Brookfield WI)
WI
03/14/2019 - 01/11/2021
TD AMERITRADE, INC. (Appleton WI)
WI
03/23/2018 - 01/25/2019
EDWARD JONES (DE PERE WI)
BOTH
Issued 05/25/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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