Timothy Jordan Cunningham

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → Present
  Charles Schwab & Co., Inc
  Lone Tree, CO
• 01/2012 → 01/2021
  Schwab Private Client Inv. Adv., Inc.
  Lone Tree, CO
• 12/2025 → Present
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO

Previous Registrations

• 2012-01-03 → 2021-02-01
  Schwab Wealth Advisory, Inc.
  Lone Tre, CO
• 2008-08-07 → 2010-06-24
  Weatherstone Capital Management
  Northglenn, CO
• 2002-08-05 → 2003-12-03
  Equipoise Wealth Management Inc
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2010-07-24

Designations

• Certified Financial Planner