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Timothy Shane Bickmore

Investment adviser representative at Leach, Bickmore & Weiss Wealth Management, LLC
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$115.3MFirm 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 assetsHourlyOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Leach, Bickmore & Weiss Wealth Management, LLCSep 2015 to now

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 3 states (NY, TX, WI).

Leach, Bickmore & Weiss Wealth Management, LLC

$115.3MAssets managed
292Clients
5Advisers
Under 1 yearIn 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
6172674
Firm CRD
281302
Advisor's SEC record (opens in a new tab)
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