Timothy Schoeffler, financial advisor Gaithersburg MD
93 score

Timothy Schoeffler

CRD Number: 874068
Current Firm: Commonwealth Financial Network

Timothy Schoeffler (CRD# 874068) is an Investment Advisor Representative working at Commonwealth Financial Network in Gaithersburg, MD and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Mar 2010 - Current 6
Cic Wealth Management Group Gaithersburg, MD Feb 2010 - Current 6
Curian Clearing LLC Denver, CO Jan 2010 - Feb 2010 < 1
Curian Capital LLC Denver, CO Aug 2007 - Feb 2010 2
Jackson National Life Distributors Denver, CO Aug 2007 - Dec 2009 2
Allianz Life Insurance Company Of North America Minneapolis, MN Jun 2005 - Aug 2007 2
Usallianz Investor Services LLC Minneapolis, MN Jun 2005 - Aug 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1990
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for Timothy E. Schoeffler
Phone Number: 781-736-0700
Registered State(s):
  • DC
  • MD
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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