Timm Schreiber
Timm Schreiber is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Canfield, OH, with 25 years of industry experience. Timm is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.
Fee Estimator
Location
6575 Seville Drive, Canfield, OH, 44406
Get directionsHistory
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.
Exams
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