Timothy E Reichstein

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY 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

• 11/2015 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 08/2015 → Present
  Columbia Credit Union
  Vancouver, WA
• 05/2025 → Present
  Lpl Financial Llc
  Vancouver, WA

Previous Registrations

• 2015-11-18 → 2025-05-15
  Cuso Financial Services, L.P.
  Vancouver, WA
  Vancouver, WA
  San Diego, CA
  Ridgefield, WA
  Vancouver, WA
  Vancover, WA
  Ridgefield, WA
• 2015-08-12 → 2015-11-18
  Cetera Wealth Services, Llc
  Ridgefield, WA
  Vancouver, WA
• 2014-09-02 → 2015-08-12
  Edward Jones
  St Louis, MO
  Vancouver, WA
  Vancouver, WA

Other Businesses

1. 3/27/2025: Ridgefield Public Schools Foundation; Ridgefield, WA; Non-Profit Board Member; Not inv. related; start date 6/12/2019; 4hrs/mo.; 1hr during trading. 2. 4/29/2025: Columbia Invest and Insure; At reported business location(s); Investment products and services are offered through LPL Financial LLC using the DBA/trade name Columbia Invest and Insure; Inv. related; star date 4/29/2025; 160hrs/mo. during trading.

Exams

• S66 Uniform Combined State Law Examination
  2014-06-20