Timothy Walsh

1 Year of Experience

Cedar Crest, NM

1 Disclosure

Timothy Walsh is a registered investment advisor at Cetera Investment Advisers LLC, based in Cedar Crest, NM, with 1 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Cetera Investment Advisers LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

10345 advisors

IM Fee

Planning only

Assets Under Management

$163.8B

Location

Cedar Crest, NM

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History

Regulatory History (1)

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Regulatory

February 2011

Final

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Other Business Activities

Timothy is the Vice President of Rose Tax & Financial, a tax preparation and investment services business owned with his wife, spending about half his time on tax return preparation, client communication, and other related duties. He also dedicates about half his time to Airline Taxes, a DBA for marketing purposes with similar responsibilities.

Employment History

Current Registrations

Cetera Investment Advisers LLC

September 2025 - Present · 10 mos

Previous Registrations

Avantax Advisory Services

December 2024 - September 2025 · 9 mos

State Registrations1 state

Advisor

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Exams

No exam information available for this advisor.

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