Timothy Witham (CRD# 5896121) is an Investment Advisor Representative working at Cassady Schiller Wealth Management, LLC in Cincinnati, OH and has over 12 years of experience in the finance industry. Timothy Witham 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.
CRD# 6626957
Kld Wealth Management
CRD# 2667585
Edward Jones
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cassady Schiller Wealth Management | Cincinnati, OH | Sep 2020 - Current | 3 |
| Cassady Schiller Wealth Management LLC | Cincinnati, OH | Sep 2020 - Current | 3 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Current | 5 |
| Fidelity Brokerage Services LLC | Covington, KY | Feb 2011 - Current | 13 |
| Fidelity Investments | Covington, KY | Feb 2011 - Sep 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2012 |
- OH
- TX
-
Total Assets Under Management517MILLIONS
-
Total Number of Accounts900ACCOUNTS
-
Average Account Value$574,904
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, IL, IN, KY, OH, TX
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