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TK

Timothy H. Khin

WESTLAKE WEALTH MANAGEMENT | Associate Financial Advisor
Seattle, WA 98101
Some features on this profile are disabled
CRD#: 2316775
TK

Professional summary

Timothy Htoo-tha Khin, CFP®, who also goes by Timothy Htootha Khin, Timothy H Khin, is a registered financial advisor currently at WESTLAKE WEALTH MANAGEMENT LLC located in Seattle, Washington.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Timothy has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

What are your service offerings?
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Retirement Planning
Estate Planning
Investment Planning
Tax Planning
Insurance Planning
Are you a "fiduciary"?
Yes

Aliases

Timothy Htootha Khin | Timothy H Khin

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Htoo-tha Khin'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®
CFP®

Certified Financial Planner

Start date: 2001

Experience

Current

April 1, 2026 - Present

WESTLAKE WEALTH MANAGEMENT LLC

Office #1: 600 Stewart Street Suite 400, Seattle, WA 98101
RIA
CRD#: 308915
Seattle, WA
Past

July 6, 1993 - April 9, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Seattle, WA
Past

April 6, 1993 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

April 6, 1993 - April 9, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Seattle, WA

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.

Highlighted states indicate IAR registrations

IAR
Washington
(4/1/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/16/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/16/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/29/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 4/21/2003
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/4/2001
General Securities Principal Examination

Current Firm

WW
WESTLAKE WEALTH MANAGEMENT LLC
WESTLAKE WEALTH MANAGEMENT LLC

CRD#: 308915 / SEC#:

California
Registered Investment Advisory firm - (9/16/2021 Approved)
Oregon
Registered Investment Advisory firm - (6/6/2023 Approved)
Washington
Registered Investment Advisory firm - (7/20/2020 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
600 Stewart Street Suite 400, Seattle, WA 98101
Mailing Address
Phone number
(425) 207-7588
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts223
AUM (Assets Under Management)$ 61,655,032

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WESTLAKE WEALTH MANAGEMENT LLC

Associate Financial AdvisorCRD#: 308915Seattle, WA 98101

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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