Tim Konicke (CRD# 1491417) is an Investment Advisor Representative working at Review Services Inc. in Brookfield, WI and has over 38 years of experience in the finance industry. Tim Konicke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5625693
Robert W. Baird & Company Incorporated
CRD# 4803124
Diversified Management Inc.
CRD# 6834039
Francis LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Review Services | Brookfield, WI | Nov 1988 - Current | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1986 |
- TX
- WI
-
Total Assets Under Management159MILLIONS
-
Total Number of Accounts794ACCOUNTS
-
Average Account Value$200,654
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, TX, WI
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