Timothy Bartelt
Timothy Bartelt is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Elm Grove, WI, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
500 Elm Grove Road, Suite 108, Elm Grove, WI, 53122
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2021Regulatory
January 1997Other Business Activities
Timothy is an independent contractor for vestedfortomorrow.com since 2018, potentially marketing the name in the future, dedicating minimal time. This activity is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Ameriprise Advisor Services, INC.Broker
Quick & Reilly, INC.Broker
A. G. Edwards & Sons, INC.Broker
American Fronteer Financial CorporationBroker
H.J. Meyers & CO., INC.Broker
L.C. Wegard & CO., INC.Broker
State Registrations6 states
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.