Timothy Paul Rahmeier

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 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

• 08/2005 → 07/2026
  Commonwealth Financial Network
  Waltham, MA
• 08/2005 → Present
  Resource Financial Planning Corporation
  Glenwood Springs, CO
• 07/2026 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2005-12-12 → 2024-10-25
  Resource Financial Planning Corp.
  Glenwood Springs, CO

Other Businesses

1. FIXED INSURANCE SALES UNDER NAME RESOURCE FINANCIAL PLANNING, AS INSURANCE AGENT, CONDUCTED AT BRANCH, INVESTMENT RELATED. 2. ADVANCE FINANCIAL, INC, OWNER AND PRESIDENT OF PRIVATE ENTITY CREATED AS OPERATING COMPANY FOR SECURITIES AND INVESTMENT ADVISORY BUSINESS, CONDUCTED AT BRANCH, INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2005-10-27

Designations

• Certified Financial Planner

Other Names

• Timothy P. Rahmeier
• Timothy P. Rahmeier
• Timothy Paul Rahmeier