Timothy Edmund Hopkins Schoeffler

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

• 03/2010 → Present
  Commonwealth Financial Network
  Waltham, MA
• 02/2010 → 10/2017
  Cic Wealth Management Group
  Gaithersburg, MD
• 03/2024 → Present
  Wealthport, Llc
  Palm Springs, CA

Previous Registrations

• 2009-09-29 → 2010-02-26
  Curian Capital, Llc
  Denver, CO

Other Businesses

1.Fixed insurance sales, as of 02/08/2010, 15% of time spent during business hours, conducted at branch, investment related. 2.Owner, Colfield Financial Services, Inc., a private entity established for tax purposes; as of 10/23/2017; 0% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-09-08
• S63 Uniform Securities Agent State Law Examination
  1990-03-22

Designations

• Certified Financial Planner

Other Names

• Timothy Edmund Schoeffler
• Timothy Hopkins Schoeffler