Timothy Gottschalk
Timothy Gottschalk is a PFS-designated registered investment advisor at Strategic Asset Management, LLC, based in Atchison, KS, with 28 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 221 clients with $36M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
820 Kansas Avenue, Po Box 334, Atchison, KS, 66002
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Timothy is the president of Gottschalk, Inc. and JJAA, Inc., both management services companies, and a member of Gottschalk, LLC, a rental property. He is also the president of Gottschalk & Company, CPA's, LLC, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Strategic Asset Management, LLC
State Registrations4 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.
Exams
More Advisors
- Rea Laflin, ChFCState Farm Investment Management CORP.