Timothy Kiesow (CRD# 4871332) is an Investment Advisor Representative working at Usaa Investment Services Company in San Antonio, TX and has over 19 years of experience in the finance industry. Timothy Kiesow 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.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usaa Life Insurance Company | San Antonio, TX | Aug 2022 - Current | 1 |
| Usaa Investment Services Company | San Antonio, TX | Jan 2018 - Current | 6 |
| Usaa Financial Planning Services | San Antonio, TX | Aug 2015 - Aug 2022 | 7 |
| Usaa Financial Advisors, Inc. | San Antonio, TX | Apr 2014 - Jun 2020 | 6 |
| Usaa Investment Management Company | San Antonio, TX | Aug 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2004 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2006 |
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Other
- Financial planning services
- Other
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