Timothy Kadlec
CRD Number: 3127749Current Firm: Planmember Securities Corporation
Compensation Model: Both
Timothy Kadlec (CRD# 3127749) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Spokane, WA and has over 20 years of experience in the finance industry.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4851789
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cs Planning Corp. | Portland, CA | Mar 2023 - Current | 1 |
| Financial Alternatives Of Spokane, LLC | Spokane, WA | Feb 2019 - Current | 5 |
| Planmember Securities Corporation | Carpinteria, CA | May 2018 - Current | 5 |
| Financial Alternatives, LLC | Spokane, WA | May 2018 - Current | 5 |
| Tim Kadlec (self Employed) | Spokane, WA | Mar 2014 - Current | 10 |
| Voya Financial Advisors | Spokane, WA | Sep 2014 - Apr 2018 | 3 |
| Ing Financial Partners, Inc. | Spokane, WA | Jan 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2004 |
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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
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