Timothy Bernhard Kauk

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2013 → 03/2019
  Usaa Financial Advisors Inc
  Phoenix, AZ
• 06/2013 → 03/2019
  Usaa Financial Planning Services
  Phoenix, AZ
• 01/2018 → 03/2019
  Usaa Investment Management Company
  San Antonio, TX
• 03/2019 → Present
  The Vanguard Group, Inc
  Scottsdale, AZ
• 03/2019 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 03/2019 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Previous Registrations

• 2018-01-08 → 2019-04-04
  Usaa Investment Services Company
  San Antonio, TX
• 2013-07-12 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ
• 2010-11-15 → 2012-12-03
  B. C. Ziegler And Company
  Scottsdale, AZ
  Chicago, IL
• 2008-07-15 → 2010-09-13
  Edward Jones
  St Louis, MO
  Gilbert, AZ

Exams

• S66 Uniform Combined State Law Examination
  2008-07-03

Designations

• Certified Financial Planner

Other Names

• Tim B Kauk
• Timothy B Kauk
• Timothy Kauk
• Timothy Bernhard Kauk
• Tim Kauk