Timothy Janz (CRD# 7556366) is an Investment Advisor Representative working at First Command Advisory Services in Mount Clemens, MI and has 1 year of experience in the finance industry.
CRD# 2410444
Lincoln Financial Advisors Corporation
CRD# 6150772
J.p. Morgan Securities LLC
CRD# 969
Confidential Management Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Command Brokerage Services | Fort Worth, TX | Nov 2022 - Current | 1 |
| First Command Advisory Services | Fort Worth, TX | Nov 2022 - Current | 1 |
| First Command Insurance Services | Fort Worth, TX | Nov 2022 - Current | 1 |
| United States Coast Guard | Harrison Township, MI | Jul 2017 - Mar 2023 | 5 |
| First Command Brokerage Services | Fort Worth, TX | May 2022 - Nov 2022 | < 1 |
| Self Employed | Mount Clemens, MI | Apr 2018 - Sep 2018 | < 1 |
| United States Coast Guard | Kodiak, AK | Aug 2014 - Jul 2017 | 2 |
| United States Coast Guard | Elizabeth City, NC | Jul 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- MI
-
Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
-
Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.