Timothy Cordell Sittler
Investment adviser representative at Planning Works Advisory, Inc.
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$199.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Planning Works Advisory, Inc.Jan 2022 to now
- Calton & Associates, IncApr 2018 to Dec 2024
- Waterloo Capital Management, LLCApr 2018 to Mar 2022
- P1 Capital LLCMar 2017 to Apr 2018
- UBS Financial Services IncNov 2008 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Planning Works Advisory, Inc.
$199.8MAssets managed
129Clients
4Advisers
4 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
- 4798656
- Firm CRD
- 317834