Timothy Kohn, financial advisor Westlake TX

Timothy Kohn

CRD Number: 4060578
Current Firm: Charles Schwab & Company, Inc.

Timothy Kohn (CRD# 4060578) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 15 years of experience in the finance industry. Timothy Kohn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Charles Schwab & Company, Inc. Ankeny, IA Feb 2021 - Current 3
Charles Schwab Bank, Ssb Ankeny, IA Feb 2021 - Current 3
Arcus Capital Partners, LLC Ankeny, IA Dec 2019 - Feb 2021 1
Charles Schwab Investment Advisory, Inc. San Francisco, CA Jan 2018 - Nov 2019 1
Thomaspartners, Inc. San Francisco, CA May 2017 - Mar 2018 < 1
Windhaven Investment Management, Inc. Boston, MA Mar 2011 - Mar 2018 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
S63 Uniform Securities State Law Examination Apr 2021
Contact Info for Timothy J. Kohn
Phone Number: 415-667-7000
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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