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TH

Timothy J. Harker

BXM WEALTH LLC
ENGLEWOOD, CO 80112
Some features on this profile are disabled
CRD#: 5040428
TH

Professional summary

Timothy Joseph Harker, who also goes by Timothy Harker, is a registered financial advisor currently at BXM WEALTH LLC located in Englewood, Colorado.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Timothy has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Timothy Harker

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 Joseph Harker's CRS (Customer Relationship Summary).
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

November 11, 2025 - Present

BXM WEALTH LLC

Office #1: 8310 S Valley Highway Suite 300, Bxm Wealth, Englewood, CO 80112
RIA
CRD#: 332544
ENGLEWOOD, CO
Past

November 5, 2012 - November 5, 2025

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Clayton, MO
Past

November 5, 2012 - November 5, 2025

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Clayton, MO
Past

December 1, 2011 - September 25, 2012

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
MAPLEWOOD, MO
Past

November 22, 2011 - September 25, 2012

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
MAPLEWOOD, MO
Past

March 3, 2011 - November 3, 2011

CIG ASSET MANAGEMENT, INC.

RIA
CRD#: 123609
SOUTHFIELD, MI
Past

December 24, 2010 - November 3, 2011

CIG SECURITIES

BD
CRD#: 129864
SOUTHFIELD, MI
Past

February 17, 2006 - September 14, 2006

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CROWN POINT, IN
Past

November 15, 2005 - March 7, 2006

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

November 15, 2005 - March 7, 2006

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BXM WEALTH LLC
BXM WEALTH LLC

CRD#: 332544 / SEC#: 801-131828

RIA
Registered Investment Advisory firm - (1/16/2025 Approved)
Colorado
Registered Investment Advisory firm - (1/22/2025 Terminated)

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
Missouri
(11/11/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/22/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/7/2005
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: 12/23/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/14/2005
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BW
BXM WEALTH LLC
BXM WEALTH LLC

CRD#: 332544 / SEC#: 801-131828

RIA
Registered Investment Advisory firm - (1/16/2025 Approved)
Colorado
Registered Investment Advisory firm - (1/22/2025 Terminated)
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Contact information

Main Address
8310 S Valley Highway Suite 300, Bxm Wealth, Englewood, CO 80112
Mailing Address
Phone number
(303) 704-2592
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A + 2B BXM WEALTH LLC (1/9/2026)

Regulatory assets under management

Total Number of Accounts223
AUM (Assets Under Management)$ 231,272,900

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

BXM WEALTH LLC

CRD#: 332544Englewood, CO 80112

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