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Timothy Peter Grosswiler

Charles Schwab & CO., Inc.

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About Timothy Peter Grosswiler

Timothy Grosswiler is a financial advisor who has been working in the financial industry since March 6, 2021. Currently, Timothy Grosswiler is registered with Charles Schwab & CO., Inc. and is active in both the BrokerCheck and Investment Adviser Public Disclosure systems. Timothy Grosswiler is also registered in 51 states as a Broker and in Missouri as an Investment Advisor. Timothy Grosswiler's professional experience includes positions at Heartland Coca Cola, Don Brown Chevrolet, Edward Jones, TD Ameritrade, and Charles Schwab & CO., Inc. Timothy Grosswiler has earned the Series 7TO, Series 66, and SIE licenses. Timothy Grosswiler is also a part-time Brazilian Jiu-Jitsu instructor.

Firm Information

Timothy Grosswiler is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Timothy Grosswiler’s Registration & Firm History

MO

10/11/2022 - Present

Charles Schwab & CO., Inc. (St Louis MO)

MO

03/07/2022 - 12/31/2023

TD AMERITRADE, INC. (ST. LOUIS MO)

MO

09/24/2020 - 09/21/2021

EDWARD JONES (Sunset Hills MO)

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Licenses & Designations

BOTH

Issued 08/04/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/14/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/17/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Timothy Peter Grosswiler.
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