Timothy Chase, financial advisor Manitowoc WI

Timothy Chase

CRD Number: 2445452
Current Firm: Osaic Wealth, Inc.

Timothy Chase (CRD# 2445452) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Manitowoc, WI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Manitowoc, WI Jan 2024 - Current < 1
Woodbury Financial Services Francis Creek, WI Jul 2009 - Jan 2024 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1994
S65 NASAA Investment Advisors Law Examination Sep 2004
Contact Info for Timothy J. Chase
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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, WY

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