TK
Timothy R. Kohn
INVESTORS BROKERAGE OF TEXAS, LTD.
Waco, TX 76701
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CRD#: 1113921
TK
Professional summary
Timothy Randall Kohn is a registered financial advisor currently at INVESTORS BROKERAGE OF TEXAS, LTD. located in Waco, Texas.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Timothy has worked at 6 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 14, Series 53, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
INSURORS.COM INC. - DIRECTOR/SHAREHOLDER. THIS IS NOT AN INVESTMENT RELATED BUSINESS. ADDRESS: 225 SOUTH 5TH ST., WACO, TX 76701.
START DATE: 01/01/2014. PARENT COMPANY OF INVESTORS BROKERAGE OF TEXAS, LTD. COMPENSATION: $28,000.00 IN THE FORM OF DIVIDENDS. 4 HOURS PER MONTH DEVOTED TO BOARD MEETINGS.
INSURORS OF TEXAS GENERAL AGENCY, LTD. - DIRECTOR/SHAREHOLDER AT THE PARENT LEVEL
NO COMPENSATION. THIS IS NOT AN INVESTMENT RELATED BUSINESS. ADDRESS: 225 SOUTH 5TH ST., WACO, TX 76701.
START DATE: 01/01/2014.
INSURORS GENERAL PARTNER, LLC DIRECTOR/SHAREHOLDER AT THE PARENT LEVEL. THIS IS NOT AN INVESTMENT RELATED BUSINESS. ADDRESS: 225 SOUTH 5TH ST., WACO, TX 76701.
START DATE: 01/01/2014. GENERAL PARTNER OF THE PARENT COMPANY OF INVESTORS BROKERAGE OF TEXAS, LTD. NO COMPENSATION. 0 HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Randall Kohn's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Timothy Randall Kohn's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 20, 2010 - Present
INVESTORS BROKERAGE OF TEXAS, LTD.
Office #1: 225 S. 5th St., Waco, TX 76701Office #2: 225 South 5th Street, Waco, TX 76701RIA
BD
CRD#: 13037
Waco, TX
Current
June 15, 1989 - Present
INVESTORS BROKERAGE OF TEXAS, LTD.
Office #1: 225 S. 5th St., Waco, TX 76701Office #2: 225 South 5th St., Waco, TX 76701RIA
BD
CRD#: 13037
Waco, TX
Past
July 9, 2008 - November 13, 2008
INVESTORS BROKERAGE OF TEXAS, LTD.
RIA
CRD#: 13037
WACO, TX
Past
May 10, 1988 - June 12, 1989
UNION EXCHANGE SECURITIES, INCORPORATED
BD
CRD#: 15191
Past
April 21, 1988 - May 3, 1988
KNIBBE FINANCIAL GROUP, INC.
BD
CRD#: 14436
Past
July 16, 1984 - April 25, 1988
MAY & O'CONNOR CAPITAL INC
BD
CRD#: 13326
Past
September 14, 1983 - February 10, 1984
BA INVESTMENT SERVICES, INC.
BD
CRD#: 12965
Past
April 20, 1983 - December 28, 1983
FINANCIAL CLEARING & SERVICES CORPORATION
BD
CRD#: 6633
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Texas(6/16/1989)
IAR
Texas(1/20/2010)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
IB
INVESTORS BROKERAGE OF TEXAS, LTD.
INVESTORS BROKERAGE OF TEXAS, INC. | STEWART/BELF SECURITIES, INC. | REALTORS CONSULTANTS, INC. | INVESTORS BROKERAGE OF TEXAS, LTD.
CRD#: 13037 / SEC#: , 8-28644
Texas
Registered Investment Advisory firm - SEC (1/20/2010 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information
Main Address
225 South 5th St., Waco, TX 76701
Mailing Address
225 South 5th St., Waco, TX 76701
Phone number
(254) 759-3702
Established
Texas since 12/01/2000
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees
8
FINRA licenses (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 88,879,830 |
Disclosures
| Regulatory Event | 3 |
Red Flags
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Company Information
INVESTORS BROKERAGE OF TEXAS, LTD.
CRD#: 13037Waco, TX 76701TRUST BUT VERIFY
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Contact information
xxxxx@xxxx.xxx
