Timothy
Kaiser
Wealth Advisors, Inc
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About this Advisor
Timothy Kaiser is a financial advisor operating in Henderson, Nevada, with 4 years of relevant experience. Kaiser is an advisor for Wealth Advisors, Inc. Kaiser has gained experience at Girard Securities, Cetera Advisors LLC, Wealth Advisors Inc and First Allied Securities, LLC. Kaiser has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to advise clients in California. Wealth Advisors, Inc is a financial advisory firm that has its headquarters in Henderson, NV. The firm has just four people on staff. It controls $224 million in assets under management across its 422 accounts, placing it among the mid-sized firms in the United States by assets under management. The firm provides financial advisory services to five charities and foundations. Of its 422 customer accounts, 26% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The company offers a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types billed by Wealth Advisors, Inc most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Advisors, Inc Brokerage Details
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$224,172,357
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4
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422
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$531,214
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Timothy Kaiser Work History
Timothy has been registered as a financial advisor for 4 years.*
Wealth Advisors Inc
First Allied Securities, LLC
Cetera Advisors LLC
Girard Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Timothy Kaiser 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 Wealth Advisors, Inc
Henderson, NV
Henderson, NV
Henderson, NV
Henderson, NV
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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