Timothy J Bartlett
Investment adviser representative at Unique Wealth, LLC
11 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$965.6MFirm 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
11 years in the industry.
- Unique Wealth, LLCMar 2021 to now
- Northwestern Mutual Wealth Management CompanyJan 2016 to Mar 2021
- Curtis ParrySep 2015 to Mar 2021
- Northwestern Mutual Investment Services LLCSep 2015 to Mar 2021
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
Unique Wealth, LLC
$965.6MAssets managed
846Clients
14Advisers
5 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
- 5140526
- Firm CRD
- 312462