Timothy Allen Schiltz

CRD 2644542 · Charles Schwab & Co., Inc. · Lone Tree, CO

Broker

Also appears in the source record as: Tim Schiltz

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Not registered in this capacity
Exams passed (5): SIESeries 31Series 7Series 65Series 63
Registered states (3): California · Colorado · New Jersey
Years in the industry (source record): 30
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (6)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Lone Tree, CO · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Lone Tree, CO · IA capacity

start not retrieved → present
Ameriprise Financial Services, Inc.
Minneapolis, MN · BC capacity

Nov 5, 1996 → Jun 19, 2015
Ids Life Insurance Company
Minneapolis, MN · BC capacity

Nov 5, 1996 → Jul 3, 2006
American Enterprise Investment Services Inc.
Minneapolis, MN · BC capacity

Oct 17, 1997 → Oct 14, 2002
Dean Witter Reynolds Inc.
Purchase, NY · BC capacity

Sep 20, 1995 → Jun 5, 1996

Source & corrections

Where this page comes from

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