Timothy James Kohn
Investment adviser representative at Charles Schwab & Co., Inc.
15 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
15 years in the industry.
- Charles Schwab & Co., Inc.Feb 2021 to now
- Charles Schwab Bank, SsbFeb 2021 to now
- Arcus Capital Partners, LLCDec 2019 to Feb 2021
- Charles Schwab Investment Advisory, IncJan 2018 to Nov 2019
- Thomaspartners, IncMay 2017 to Mar 2018
- Windhaven Investment Management, Inc.Mar 2011 to Mar 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4060578
- Firm CRD
- 5393