Timothy Fountain (CRD# 2704042) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Brookfield, WI and has over 28 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab And Company, Inc. | Brookfield, WI | Dec 2022 - Current | 1 |
| Charles Schwab Bank, Ssb | Brookfield, WI | Jul 2022 - Current | 1 |
| Charles Schwab & Company, Inc. | Brookfield, WI | Jan 2022 - Current | 2 |
| Self-employed | Oak Creek, WI | Sep 2004 - Current | 19 |
| Td Ameritrade Investment Management, LLC | Brookfield, WI | May 2006 - Dec 2022 | 16 |
| Td Ameritrade, Inc. | Brookfield, WI | Jan 1996 - Dec 2022 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WI
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
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