Timothy KirchCRD Number: 5396895
Current Firm: Charles Schwab & Company, Inc.
Timothy Kirch (CRD# 5396895) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Louisville, KY and has over 9 years of experience in the finance industry. Timothy Kirch 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.
Winebrenner Capital Management LLC
Alexander Investment Services Company
|Charles Schwab & Company, Inc.||Louisville, KY||Oct 2015 - Current||1|
|Charles Schwab Bank||Louisville, KY||Oct 2015 - Current||1|
|Rental Property||Independence, KY||Jul 2010 - Current||7|
|Fidelity Brokerage Services||Blue Ash, OH||Jun 2007 - Sep 2015||8|
|Strategic Advisers, Inc.||Annapolis, MD||Jun 2007 - Sep 2015||8|
|Unemployed||Northwood, OH||May 2007 - Jun 2007||< 1|
|Miami University||Oxford, OH||Jan 2007 - May 2007||< 1|
|Michigan Cat||Novi, MI||Dec 2006 - Jan 2007||< 1|
|Miami University||Oxford, OH||Aug 2006 - Dec 2006||< 1|
|Michigan Cat||Novi, MI||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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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