Timm Schreiber
Timm Schreiber is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Canfield, OH, with 24 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
6575 Seville Drive, Canfield, OH, 44406
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Regulatory History (1)
Customer Dispute
January 2009Other Business Activities
Timm is a trustee for the Canfield Fair Foundation and Western Reserve Village Foundation, and a director and chairman for the Mahoning County Agriculture Society. These activities involve decision-making for the organizations and take minimal time.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations27 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.