Timothy Reitz (CRD# 7114439) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 2 years of experience in the finance industry.
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
CRD# 2055289
Powering Your Retirement
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Assetmark Brokerage, LLC | Chicago, IL | Jun 2021 - Current | 2 |
| Assetmark Financial Holdings, Inc. | Chicago, IL | Nov 2020 - Current | 3 |
| Unemployed | Renton, WA | May 2020 - Nov 2020 | < 1 |
| Full Time Student | Pullman, WA | Aug 2016 - May 2020 | 3 |
| Mckay Wealth Management | Tukwila, WA | May 2019 - Aug 2019 | < 1 |
| Cascade Vista Childcare | Renton, WA | May 2014 - Aug 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2022 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- IL
-
Total Assets Under Management65,618MILLIONS
-
Total Number of Accounts374,574ACCOUNTS
-
Average Account Value$175,181
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.