Timothy Milkwick
Investment adviser representative at Embark Wealth Management, LLC
15 yearsExperience
14 statesRegistered in
CFP® certificationDesignation
$57.4MFirm assets
Are you Timothy Milkwick? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Accounting Fulfillment Services, LLCJun 2020 to now
- Embark Wealth Management, LLCJun 2020 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jun 2020
- Fidelity Brokerage Services, LLCDec 2011 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 14 states (AZ, CA, GA, IL, MD, MN, MO, NC, NJ, NY, PA, TN, TX, VA).
Embark Wealth Management, LLC
$57.4MAssets managed
369Clients
3Advisers
2 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
- 5137849
- Firm CRD
- 157950