Timothy BickmoreCRD 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 4 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.
Fiscal Fitness, LLC
Enrich Financial Partners LLC
|Bickmore, LLC||Madison, WI||Sep 2015 - Current||2|
|Poehling Capital Management Inc.||Madison, WI||Oct 2014 - Sep 2015||< 1|
|Heck Capital Advisors||Rhinelander, WI||Jan 2014 - Sep 2014||< 1|
|Heck Capital Advisors||Rhinelander, WI||Jul 2013 - Dec 2013||< 1|
|Heck Capital Advisors||Rhinelander, WI||Sep 2012 - Jul 2013||< 1|
|Citizens Bank||Woodruff, WI||Nov 2011 - Sep 2012||< 1|
|Unemployed||Rhinelander, WI||Jun 2011 - Nov 2011||< 1|
|Lawrence University||Appleton, WI||Oct 2007 - Jun 2011||3|
|Lawrence University||Appleton, WI||Sep 2007 - Jun 2011||3|
|Bickmore's Tile||Salt Lake City, UT||Jun 2007 - Aug 2007||< 1|
|Highland High School||Salt Lake City, UT||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2013|
Total Assets Under Management14MILLIONS
Total Number of Accounts138ACCOUNTS
Average Account Value$103,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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