Timothy Bickmore, financial advisor Madison WI

Timothy Bickmore

CRD Number: 6172674
Current Firm: Leach, Bickmore & Weiss Wealth Management, LLC

Timothy Bickmore (CRD# 6172674) is an Investment Advisor Representative working at Leach, Bickmore & Weiss Wealth Management, LLC in Madison, WI and has over 10 years of experience in the finance industry. Timothy Bickmore 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
Leach, Bickmore & Weiss Wealth Management, LLC Madison, WI Sep 2015 - Current 8
Poehling Capital Management Inc. Madison, WI Oct 2014 - Sep 2015 < 1
Heck Capital Advisors Rhinelander, WI Jan 2014 - Sep 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Timothy S. Bickmore
Phone Number: 608-286-1321
Registered State(s):
  • NY
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    59
    MILLIONS
  • Total Number of Accounts
    505
    ACCOUNTS
  • Average Account Value
    $115,850
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, IL, NY, TX, UT, WI

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