Timothy Edward Durbin

Employer firm

Private Wealth Asset Management CRD 315819

$2.52B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• 401K ADVISORY SERVICES

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 → 02/2023
  Pnc Investments
  St Louis, MO
• 06/2013 → 02/2023
  Pnc Bank
  St. Louis, MO
• 02/2023 → Present
  Private Wealth Asset Management
  Omaha, NE

Previous Registrations

• 2013-12-06 → 2015-12-17
  Pnc Wealth Management Llc
  Clayton, MO

Other Businesses

PRIVATE WEALTH ASSET MANAGEMENT; NON INVESTMENT-RELATED; 411 6TH AVENUE SE, SUITE 360, CEDAR RAPIDS, IA 52401; INSURANCE; LICENSED INSURANCE AGENT; 05/2023;10 HRS/MONTH; 10 HRS/DURING TRADING HOURS; SALES OF ACCIDENT, HEALTH, SICKNESS AND LIFE INSURANCE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-08
• S66 Uniform Combined State Law Examination
  2013-12-05

Other Names

• Tim Durbin