President and Chief Compliance Officer · Review Services Inc
Tim A. Konicke
CRD 1491417 · Named on Form ADV at one SEC-registered adviser
At a glance
Review Services Inc, an SEC-registered wealth manager based in Brookfield, WI with $227 million in regulatory assets, lists Tim A. Konicke on its Form ADV as President and Chief Compliance Officer, a control person.
Firms and roles
- Review Services IncPresident and Chief Compliance OfficerWealth manager · Brookfield, WI · $227M in regulatory assets
AtlasMembers
Tim’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Patricia A. KieferVice President, Secretary, Treasurer, Review Services Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tim’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.