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Timothy Bouman

PNC Wealth Management
36 Years of Experience
Cincinnati, OH
1 DisclosureBroker
View SEC Summary
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Timothy Bouman is a registered investment advisor at PNC Wealth Management, based in Cincinnati, OH, with 36 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 164,105 clients with $30B in assets under management.

PNC Wealth Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
1167 advisors
Number of Clients
164,105 clients
Average Client Portfolio
$184K average
Assets Under Management
$30.3B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.85%

An annual fee of 0.85% applies to all accounts regardless of size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8087 Montgomery Rd, Cincinnati, OH, 45236

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2013
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
PNC Wealth Management
December 2007 - Present · 18 yrs 10 mos
PNC Wealth Management LLCBroker
December 2007 - Present · 18 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
October 2007 - October 2007 · 0 mos
UBS Financial Services INC.Broker
October 2007 - October 2007 · 0 mos
Natcity Investments, INC.Broker
October 2004 - October 2007 · 3 yrs
Natcity Investments, INC.
August 2004 - October 2007 · 3 yrs 2 mos
Provident Investment Advisors INC
May 2002 - October 2004 · 2 yrs 5 mos
Red Capital Markets, INC.Broker
August 1997 - October 2004 · 7 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
February 1996 - May 1997 · 1 yr 3 mos
H.J. Meyers & CO., INC.Broker
August 1994 - February 1996 · 1 yr 6 mos
Westfield Financial CorporationBroker
August 1994 - August 1994 · 0 mos
Hibbard Brown & CO., INC.Broker
January 1990 - September 1994 · 4 yrs 8 mos
State Registrations7 states
CAFLIAKYMNNCOH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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