Timothy Keith Kadlec

Current Employers

Employment History

• 09/2014 → 04/2018
  Voya Financial Advisors
  Spokane, WA
• 05/2018 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 05/2018 → Present
  Financial Alternatives, Llc
  Spokane, WA
• 03/2014 → Present
  Tim Kadlec (Self Employed)
  Spokane, WA
• 02/2019 → Present
  Financial Alternatives Of Spokane, Llc
  Spokane, WA
• 03/2023 → Present
  Cs Planning Corp.
  Portland, CA

Previous Registrations

• 2011-01-03 → 2018-04-30
  Voya Financial Advisors, Inc.
  Portland, OR
  Irvine, CA
  Spokane, WA
  Tacoma, WA
• 2005-03-16 → 2011-01-03
  Voya Financial Partners, Llc
  Windsor, CT
  Portland, OR
  Milwaukee, WI

Other Businesses

1) Tim Kadlec (self-employed, 1212 N. Washington St.,Suite 116, Spokane, WA 99201; Investment related; Insurance (?xed) sales & services; Agent; Start date 3/2014; 10 hrs/mnth & during trading. 2) Financial Alternatives of Spokane, LLC; 1212 N. Washington St., Suite 116, Spokane WA 99201; Owner; LLC for banking/corporate structure; start date 2/26/2019; 1 hr/mo; 1 hr/mo during trading; NIR 3) Financial Alternatives, LLC- 1212 N. Washington St., Suite 116, Spokane, WA 99201; Investment related; Investment & insurance sales & services; Agent; Start date 5/2018; 150 hrs/mnth & during trading. 4) PlanMember Securities Corporation - 1212 N. Washington St., Suite 116, Spokane, WA 99201; Investment related; registered as an Investment Advisor Representative and Registered Representative, Start date 5/2018; 20 hrs/mnth & during trading. 5)CS Planning Corp DBA Financial Alternatives; 1212 N. Washington St., Suite 116, Spokane, WA 99201; Start Date 03/2023; Investment Advisor Representative (IAR); Provide investment/retirement planning and advisory products as an IAR through CS Planning; 80 hrs/mo; 80 hrs/mo during trading. IR

Exams

• S66 Uniform Combined State Law Examination
  2004-10-25
• S63 Uniform Securities Agent State Law Examination
  1999-04-10

Other Names

• Timothy Kadlec