Timothy Brockmann (CRD# 2070268) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fort Atkinson, WI and has over 33 years of experience in the finance industry.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5318395
Thrivent Investment Management Inc.
CRD# 2152775
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Fort Atkinson, WI | Jan 2024 - Current | < 1 |
| Woodbury Financial Services Inc. | Fort Atkinson, WI | May 2019 - Jan 2024 | 4 |
| Capital Financial Services, Inc. | Minot, ND | Jun 2005 - May 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1990 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- WI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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