Timothy Reitz

Employer firm

Assetmark, Inc. CRD 109018

$91.8B regulatory AUM 220,268 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• 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

• 11/2020 → Present
  Assetmark Financial Holdings, Inc.
  Phoenix, AZ
• 05/2019 → 08/2019
  Mckay Wealth Management
  Tukwila, WA
• 05/2014 → 08/2018
  Cascade Vista Childcare
  Renton, WA
• 08/2016 → 05/2020
  Full Time Student
  Pullman, WA
• 05/2020 → 11/2020
  Unemployed
  Renton, WA
• 06/2021 → Present
  Assetmark Brokerage, Llc
  Phoenix, AZ

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 11/2020 - 160 HRS / MONTHLY - NATIONAL CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-09-23
• S65 Uniform Investment Adviser Law Examination
  2021-10-04

Other Names

• Timothy John Reitz
• Tim Reitz