Financial Advisor@ Wells Fargo Advisors
Washington, District Of Columbia, United States
Timothy Schmidt, CFP® CKA® AFC®
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FlashIntel GPTTimothy Schmidt, CFP(r) CKA(r) AFC(r) is a Wealth Advisor with Oak Hill Wealth Advisors, specializing in building, managing, protecting, and transitioning wealth. With 11.4 years of experience, he has worked in various roles, including Logistics Manager and Chief of Staff at the US Army. Timothy's expertise lies in the areas of wealth management, logistics, and operations management. He is dedicated to providing exceptional service to clients and is a valuable asset to Oak Hill Wealth Advisors.
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Wealth Advisor with Oak Hill Wealth Advisors dedicated to helping clients build, manage, protect and transition wealth. Visitors to this page must avoid posting reviews of their experiences with the firm or any financial professionals of the firm as such testimonials may not reflect the experience of all clients of the firm or financial professional.
Work Experience
Financial Advisor
Financial Services
Timothy Schmidt, CFP® CKA® AFC®'s Professional Milestones
- Financial Advisor (2019-04-01~2022-05-01): Delivered strategic financial guidance to clients, delivering tangible results, and building strong client relationships.
- Operations Manager / Senior Associate (rifle Platoon Leader) (2012-05-01~2014-12-01): Streamlined operational processes, improving efficiency and minimizing loss for Rifle Platoon.
Education
Certification
Colleagues
Zachary B.
In the job market and owner of Buckley’s Bites Beef Jerky
Jeff Younger
Vice President - Compliance
Ross Wolff
Product Owner
Oluwatoyin Orebiyi
escalations manager at wells fargo advisors & owner at jt carr property solutions llc
Nathaniel Diorio
Agile Product Owner | Experience Portfolio Management Platform
Other Named Timothy Schmidt, CFP® CKA® AFC®
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Timothy Schmidt, CFP® CKA® AFC® works for Wells Fargo Advisors
Timothy Schmidt, CFP® CKA® AFC®'s role in Wells Fargo Advisors is Financial Advisor
Timothy Schmidt, CFP® CKA® AFC® works in the industry of Financial Services
Timothy Schmidt, CFP® CKA® AFC®'s colleagues are Zachary B.,Jeff Younger,Ross Wolff
Timothy Schmidt, CFP® CKA® AFC®'s latest job experience is Financial Advisor at Wells Fargo Advisors
Timothy Schmidt, CFP® CKA® AFC®'s latest education in Quantic School of Business and Technology
