Timothy Edward Zimcosky

Employer firm

Arkadios Wealth Advisors CRD 288863

$8.79B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 03/2009 → 08/2022
  Kalos Capital, Inc.
  Alpharetta, GA
• 02/2009 → Present
  Zimco Capital (F/K/A Bulldog Retirement)
  Livonia, MI
• 02/1985 → 08/2022
  Kalos Management
  Livonia, MI
• 08/2022 → Present
  Arkadios Capital
  Atlanta, GA
• 08/2022 → Present
  Arkadios Wealth Advisors
  Atlanta, GA

Previous Registrations

• 2009-03-24 → 2022-09-30
  Kalos Management
  Ponte Vedra Beach, FL
  Livonia, MI

Other Businesses

1. Zimco Capital, Investment related, 37627 Pembroke, Livonia MI 48152, Position: President, Nature: financial advisory, 160 hrs/month: 140 hrs/month during securities trading hrs., Start date: 09/30/2016, Description: financial planning services. securities, mutual funds and reits 2. Advisors Excel, Investment related, 2950 SW McClure Rd, Topeka KS 66614, Position: agent, Nature: fixed annuities and insurance, 2 hrs/month: 2 hrs/month during securities trading hours, Start date: 01/01/2009, description: agent for fixed annuities and fixed insurance products

Exams

• S66 Uniform Combined State Law Examination
  2011-10-13
• S63 Uniform Securities Agent State Law Examination
  1979-11-06

Designations

• Certified Financial Planner