Timothy Kirch, financial advisor Louisville KY
96 score

Timothy Kirch

CRD 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.

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Professional Designations
Company Name Location Dates Years
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 6
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
Contact Info for Timothy J. Kirch
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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