Timothy Kadlec
Timothy Kadlec is a registered investment advisor at Cs Planning CORP, based in Spokane, WA, with 27 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,819 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000. Minimum fee: $15,000.00
Fee Estimator
Location
1212 N. Washington St., Suite 116, Spokane, WA, 99201
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 ActivitiesSells Insurance
Timothy is self-employed, offering insurance sales and services, and is an agent since 2014, dedicating a few hours per week. He is also involved with Financial Alternatives of Spokane, LLC and Financial Alternatives, LLC, focusing on investment and insurance sales, spending nearly full-time on the latter.
Employment History
Current Registrations
Cs Planning CORP
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Ing America Equities, INC.Broker
Washington Square Securities, INC.Broker
State Registrations11 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.