Timothy Neil Criss
Investment adviser representative at Western Wealth Management LLC
16 yearsExperience
1 stateRegistered in
$5.4BFirm assets
10 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Western Wealth Management, LLCJan 2025 to now
- LPL FinancialJan 2025 to now
- Ameritas Advisory Services, LLCNov 2021 to Jan 2025
- Ameritas Investment Company, LLCOct 2020 to Jan 2025
- Edward JonesJan 2010 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CA).
Western Wealth Management LLC
$5.4BAssets managed
11,253Clients
113Advisers
10 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
- 5641722
- Firm CRD
- 283545