Timothy Windler is a registered investment advisor, based in Brookfield, WI, with 10 years of industry experience.
Location
675 N Barker Road, Ste 100, Brookfield, WI, 53045
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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 is a referee and board member for the Wisconsin Basketball Officials Association, spending a few hours per week. He also sells life insurance and fixed annuities as an insurance agent, and works full-time as a financial professional and tax preparer for Prime Financial Services. Finally, he works as a notary public.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations14 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.