Timothy Eitreim, financial advisor Spokane WA
96 score

Timothy Eitreim

CRD Number: 5605449
Current Firm: Wells Fargo Clearing Services, LLC

Timothy Eitreim (CRD# 5605449) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Spokane, WA and has over 9 years of experience in the finance industry. Timothy Eitreim 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
Wells Fargo Clearing Services, LLC Spokane, WA Nov 2016 - Current 1
Wells Fargo Advisors, LLC Spokane, WA Feb 2016 - Nov 2016 < 1
Thrivent Investment Management Inc. Spokane, WA Oct 2008 - Feb 2016 7
Thrivent Financial For Lutherans Appleton, WI Oct 2008 - Feb 2016 7
Unemployed Spokane, WA Aug 2008 - Oct 2008 < 1
Stewart Title Of Spokane Spokane, WA Jun 2005 - Aug 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Timothy R. Eitreim
Phone Number: 314-875-3000
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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