Timothy E. Gottschalk

STRATEGIC ASSET MANAGEMENT

Concordia, KS 66901

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CRD#: 3121971

Professional summary

Timothy E Gottschalk, who also goes by Tim Gottschalk, Timothy Eugene Gottschalk, is a registered financial advisor currently at STRATEGIC ASSET MANAGEMENT, LLC located in Concordia, Kansas.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Timothy has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tim Gottschalk | Timothy Eugene Gottschalk

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.

1)GOTTSCHALK, INC.-NOT INVESTMENT RELATED- 1903 "N" ST.,BELLEVILLE,KS-MANAGEMENT SERVICES-PRESIDENT-12/1993 TO CURRENT-2 HRS/MO-NO TRADING HRS-MGT. 2)GOTTSCHALK, LLC-1903 "N" ST.,BELLEVILLE,KS-RENTAL-MEMBER-01/2017 TO CURRENT 1 HR/MO NO TRADING HRS-MEMBER 3)JJAA, INC.-NOT INVESTMENT RELATED-1903 "N" ST.,BELLEVILLE, KS-MANAGEMENT SERVICES-PRESIDENT-12/2005 TO CURRENT-1 HR/MO-NO TRADING HRS-MGT 4)GOTTSCHALK & COMPANY, CPA'S, LLC.-NOT INVESTMENT RELATED-PO BOX 541, BELLEVILLE,KS-CPA FIRM-PRESIDENT-09/1998 TO CURRENT-120 HR/MO-HRS-MANAGEMENT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy E Gottschalk'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®

None

Experience

Current

October 2, 1998 - Present

STRATEGIC ASSET MANAGEMENT, LLC

Office #1: 1515 East 6th Street Po Box 393, Concordia, KS 66901Office #2: 226 W. Main St., Suite 9, Valley Center, KS 67147Office #3: 820 Kansas Avenue Po Box 334, Atchison, KS 66002Office #4: 1903 "n" Street, Belleville, KS 66935

RIA

CRD#: 115893

Concordia, KS

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

Kansas
(10/2/1998)

IAR

Missouri
(10/1/2010)

IAR

Nebraska
(2/11/2000)

IAR

Texas
(10/9/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/24/1998

Uniform Investment Adviser Law Examination

Current Firm

STRATEGIC ASSET MANAGEMENT, LLC

CRD#: 115893 / SEC#:

Kansas

Registered Investment Advisory firm - (10/2/1998 Approved)

Missouri

Registered Investment Advisory firm - (10/1/2010 Approved)

Nebraska

Registered Investment Advisory firm - (2/11/2000 Approved)

Texas

Registered Investment Advisory firm - (10/5/2017 Conditional Restricted)

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Contact information

Main Address

1903 N Street, Belleville, KS 66935-2248

Mailing Address

Po Box 541, Belleville, KS 66935-0541

Phone number

(785) 527-5631

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	248
AUM (Assets Under Management)	$ 32,610,000

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.

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Timothy E. Gottschalk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy E Gottschalk's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/24/1998

Current Firm

STRATEGIC ASSET MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STRATEGIC ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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