1. Wealthminder
  2. Tucson, AZ
Timothy Schannep, financial advisor Tucson AZ

Timothy Schannep

CRD Number: 2585191
Current Firm: Commonwealth Financial Network

Timothy Schannep (CRD# 2585191) is an Investment Advisor Representative working at Commonwealth Financial Network in Tucson, AZ and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network San Diego, CA Feb 2020 - Current 4
Cbiz Financial Solutions, Inc. Tucson, AZ Jan 2005 - Feb 2020 15
Cbiz Benefits & Insurance Services, Inc. Tucson, AZ Jan 2003 - Feb 2020 17
National Planning Corporation Tucson, AZ Jan 2003 - Feb 2020 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1995
S65 NASAA Investment Advisors Law Examination Feb 1997
Contact Info for Timothy M. Schannep
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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