TZ
TZ

Timothy Ziola

22 Years of Experience
Omaha, NE
Broker

Timothy Ziola is a registered investment advisor at Raymond James & Associates, INC., based in Omaha, NE, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

13120 Pierce Street, Suite 200, Omaha, NE, 68144

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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 Activities

Timothy owns Platte River Peakes, where he trains and breeds Chesapeake Bay retrievers since 2011. This takes about 10-20% of his time.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2014 - Present · 12 yrs
Raymond James & Associates, INC.
September 2014 - Present · 12 yrs
Previous Registrations
RBC Capital Markets, LLC
March 2011 - September 2014 · 3 yrs 6 mos
RBC Capital Markets, LLCBroker
March 2011 - September 2014 · 3 yrs 6 mos
Edward Jones
February 2007 - March 2011 · 4 yrs 1 mo
Edward JonesBroker
May 2003 - March 2011 · 7 yrs 10 mos
State Registrations49 states
AKALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Timothy Ziola - Financial Advisor | TrueAdvisor