TK
TK

Timothy Kalien

27 Years of Experience
Eau Claire, WI
BrokerSells Insurance

Timothy Kalien is a registered investment advisor, based in Eau Claire, WI, with 27 years of industry experience.

Location

826 South Hastings Way, Suite 1, Eau Claire, WI, 54701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Timothy sells fixed insurance, dedicating minimal time to it. He also co-owns HOB Property LLC and Triad Association, and is President of For Chippewa LLC, all entities related to owning and managing commercial properties.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
September 2025 - Present · 8 mos
Cambridge Investment Research Advisors, INC.
September 2025 - Present · 8 mos
Previous Registrations
Commonwealth Financial NetworkBroker
January 2016 - September 2025 · 9 yrs 8 mos
Commonwealth Financial Network
January 2016 - September 2025 · 9 yrs 8 mos
Securities America Advisors, INC.
November 2012 - January 2016 · 3 yrs 2 mos
Securities America, INC.Broker
November 2012 - January 2016 · 3 yrs 2 mos
Commonwealth Financial Network
November 2005 - November 2012 · 7 yrs
Commonwealth Financial NetworkBroker
November 2005 - November 2012 · 7 yrs
Ameriprise Financial Services, INC.Broker
May 1998 - November 2005 · 7 yrs 6 mos
Ids Life Insurance CompanyBroker
May 1998 - November 2005 · 7 yrs 6 mos
State Registrations11 states
AZCOFLGAKSMDMNMONVTXWI
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.
Timothy Kalien - Financial Advisor | TrueAdvisor