TZ
TZ

Timothy Zielinski

17 Years of Experience
Omaha, NE
Broker

Timothy Zielinski is a registered investment advisor at Morgan Stanley, based in Omaha, NE, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...

Location

13625 California Street, Suite 400, Omaha, NE, 68154

Get directions

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.

Learn about disclosures →
Other Business Activities

Timothy owns Zielinski, LLC, which was established to reduce liability on a rental home. He spends minimal time on this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
August 2011 - Present · 14 yrs 9 mos
Morgan StanleyBroker
August 2011 - Present · 14 yrs 9 mos
Previous Registrations
Edward Jones
August 2008 - August 2011 · 3 yrs
Edward JonesBroker
July 2008 - August 2011 · 3 yrs 1 mo
State Registrations29 states
ALARAZCACOCTDCFLHIIAINKSMAMOMTNCNENVNYOHOKORPASDTNTXVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.