Timothy Alan Dukeman

Employer firm

Teeple Snyder Newsome Wealth & Tax Management CRD 147676

$287M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2019 → Present
  Teeple Wealth Management, Llc
  Brownsburg, IN
• 02/2018 → 03/2019
  Zaxbys
  Louisville, KY
• 07/2016 → 12/2017
  Jefferson Media Group
  Louisville, KY
• 12/2017 → 02/2018
  N/A
  Louisville, KY
• 02/2019 → 04/2019
  Teeple Wealth Management, Llc
  Brownsburg, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-06

Designations

• Certified Financial Planner