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Tim Allen Konicke

Review Services Inc

Brookfield, WI

CRD 1491417

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Employer firm

Review Services Inc CRD 110277

$227M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Review Services Inc

13255 West Bluemound Road Suite 205, Brookfield, WI 53005 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-08-12
WI RA APPROVED 1991-10-11
  • TX RA
    APPROVED_RES
    Since 2013-08-12
  • WI RA
    APPROVED
    Since 1991-10-11

Branch Locations

13255 W. Bluemound Rd., Suite 205, Brookfield, WI 53005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Review Services Brookfield WI 11/1988 Present
  • 11/1988 → Present
    Review Services
    Brookfield, WI
Other Businesses

INDEPENDENT INSURANCE AGENT, OUTSIDE RIA

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-05-14
  • S63 Uniform Securities Agent State Law Examination
    1986-05-14
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

ANNEX WEALTH MANAGEMENT, LLC
RBC CAPITAL MARKETS, LLC
MARINER

Nearby Investors

DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom

Nearby Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI

More in Brookfield, WI

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