Timothy Rahmeier
Timothy Rahmeier is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Glenwood Springs, CO, with 21 years of industry experience. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B 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 $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
823 Blake Avenue, Suite 201, Glenwood Springs, CO, 81601
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 sells fixed insurance under the name Resource Financial Planning as an insurance agent. He is also the owner and president of Advance Financial, Inc., a private entity operating as a securities and investment advisory business.
Employment History
Current Registrations
Commonwealth Financial Network
Previous Registrations
Resource Financial Planning CORP.
Commonwealth Financial NetworkBroker
State Registrations1 state
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
- Donald Click, CFPCommonwealth Financial Network
- Matthew Cova, CFPCommonwealth Financial Network
- Breanna Mccallum, CFPStifel, Nicolaus & Company, Incorporated
- Deborah Birch, CFPCambridge Investment Research Advisors, INC.
- Daniel Mccaslin, CFPEvolution Vision Wealth Management
- Mahesh Odhrani, CFP, ChFCCambridge Investment Research Advisors, INC.