Timothy
Szymanski

Panoramic Investment Advisors

CRD#5411607
Investment Advisor
in Englewood, CO

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About this Advisor

Timothy Szymanski is a financial advisor based in Englewood, Colorado, working with Panoramic Investment Advisors. Timothy has previously held positions at Avalon Retirement Specialists, Dynasty Capital Management Inc, Neidiger, Tucker, Bruner Inc, and Panoramic Investment Advisors. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Timothy is part of Panoramic Investment Advisors, which operates out of Englewood, Colorado. The firm has 3 offices and 12 employees. The firm manages assets totaling $242.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Panoramic Investment Advisors includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

6500 S. Quebec Street Suite 300
Englewood, CO 80111

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Panoramic Investment Advisors Brokerage Details

Total Assets Under Management

$242,035,085

CO Average: $2,349,664,866
Total Number of Employees

12

CO Average: 28
Total Number of Accounts

955

CO Average: 1,101
Average Account Size

$253,440

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Timothy Szymanski Work History

2022 - Present (3 years)

Panoramic Investment Advisors

2006 - Present (19 years)

Avalon Retirement Specialists

2015 - 2022 (7 years)

Neidiger, Tucker, Bruner Inc

2010 - 2015 (5 years)

Dynasty Capital Management Inc

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Disclosures

Please visit the SEC profile of Timothy Szymanski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Panoramic Investment Advisors

Catherine Teichert
Denver, CO
Lindsay Rider
Denver, CO
Nicholas Schneider
Denver, CO
Tammi Ellis
Glendale, CO
Timothy Szymanski
Englewood, CO
Matthew Tuft
Denver, CO
Dustin Dinges
Denver, CO
Donald Hafner
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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