Timothy Terrence Koski
Professional Summary
Timothy Terrence Koski, who also goes by Timothy T Koski, is a registered financial advisor currently at EVERPAR ADVISORS LLC located in Tulsa, Oklahoma. Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Timothy has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Timothy T Koski
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
EVERPAR ADVISORS LLC
Contact Information
Main Address
2431 E. 61st Street Suite 825, Tulsa, OK 74136Phone Number
(918) 221-9290# of Employees
9SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
937AUM (Assets Under Management)
$587,838,031Similar Advisors
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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.
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Primary Firm SEC Registration
EVERPAR ADVISORS LLC
State Registrations and Notice Filings
(9/1/2023)
(9/1/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Apr 2013About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Feb 2013About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Timothy Terrence Koski's CRS (Customer Relationship Summary).
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