Timothy Wallerius (CRD# 6904914) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Appleton, WI and has over 6 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Appleton, WI | Mar 2021 - Current | 3 |
| Charles Schwab Bank, Ssb | Appleton, WI | Mar 2021 - Current | 3 |
| Td Ameritrade | Green Bay, WI | Mar 2019 - Mar 2021 | 2 |
| Unemployed | De Pere, WI | Jan 2019 - Mar 2019 | < 1 |
| Edward Jones | St Louis, MO | Feb 2018 - Jan 2019 | < 1 |
| Full-time Education | Oshkosh, WI | Sep 2017 - Dec 2017 | < 1 |
| Nike Factory Store | Oshkosh, WI | Oct 2014 - Aug 2017 | 2 |
| Full-time Education | Oshkosh, WI | Jul 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- WI
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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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