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Timothy James Kirch

Nashville Financial Planning

Franklin, TN

CRD 5396895

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Employer firm

Nashville Financial Planning CRD 328315

$9.92M regulatory AUM 28 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Nashville Financial Planning

Franklin, TN • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2023-10-10
  • TN RA
    APPROVED
    Since 2023-10-10

Branch Locations

Franklin, TN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Franklin TN 12/2016 08/2023
Charles Schwab & Co., Inc. Louisville KY 10/2015 12/2016
Rental Property Independence KY 07/2010 04/2017
Nashville Financial Planning, Llc Franklin TN 08/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-17
S63 Uniform Securities Agent State Law Examination 2007-10-01
  • S66 Uniform Combined State Law Examination
    2008-01-17
  • S63 Uniform Securities Agent State Law Examination
    2007-10-01
Designations
  • Certified Financial Planner
Other Names
  • Timothy J Kirch

View on SEC IAPD

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