Timothy Andrew Back
Investment adviser representative at Bartlett & Co. Wealth Management LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$10.3BFirm assets
Are you Timothy Andrew Back? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Bartlett & Co. Wealth Management LLC.May 2025 to now
- First Financial BankSep 2014 to May 2025
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (OH).
Bartlett & Co. Wealth Management LLC
$10.3BAssets managed
2,263Clients
32Advisers
8 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
- 5482661
- Firm CRD
- 292246