Timothy Kalien, financial advisor Eau Claire WI
93 score

Timothy Kalien

CRD Number: 3034868
Current Firm: Commonwealth Financial Network

Timothy Kalien (CRD# 3034868) is an Investment Advisor Representative working at Commonwealth Financial Network in Eau Claire, WI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jan 2016 - Current < 1
Securities America Advisors Eau Claire, WI Oct 2012 - Jan 2016 3
Securities America, Inc. Eau Claire, WI Oct 2012 - Jan 2016 3
Commonwealth Financial Network Eau Claire, WI Nov 2005 - Oct 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
Contact Info for Timothy A. Kalien
Phone Number: 781-736-0700
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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