Timothy A. Szymanski

PANORAMIC INVESTMENT ADVISORS

GREENWOOD VILLAGE, CO 80111

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CRD#: 5411607

Professional summary

Timothy A Szymanski, who also goes by Tim Szymanski, is a registered financial advisor currently at PANORAMIC INVESTMENT ADVISORS located in Greenwood Village, Colorado.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Timothy has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 22 and Series 62 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tim Szymanski

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.PRESIDENT AND OWNER OF AVALON RETIREMENT SPECIALISTS. SALES OF LIFE/HEALTH INSURANCE AND ANNUITIES. IT IS INVESTMENT RELATED. 2. ROCKSTAR PYTHON PROGRAMMING. NOT INVESTMENT RELATED. HIGHLANDS RANCH, CO. COMPUTER SCIENCE TUTOR FOR STUDENTS. EDUCATOR. 07/2023. 20 HOURS/MONTH. 0 HOURS DURING SECURITIES TRADING HOURS. 3. ARTIFICIAL INTELLIGENCE CONSULTING. NOT INVESTMENT RELATED. HIGHLANDS RANCH, CO., COMPUTER SCIENCE TUTOR FOR STUDENTS, EDUCATOR. 09/2023. 20 HOURS/MONTH. 10 HOURS/SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy A Szymanski'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

December 14, 2022 - Present

PANORAMIC INVESTMENT ADVISORS

Office #1: 6500 S. Quebec Street Suite 300, Greenwood Village, CO 80111

RIA

CRD#: 290770

GREENWOOD VILLAGE, CO

Past

August 11, 2015 - December 31, 2022

NTB FINANCIAL CORPORATION

RIA

CRD#: 7425

HIGHLANDS RANCH, CO

Past

July 30, 2015 - May 6, 2016

NTB FINANCIAL CORPORATION

CRD#: 7425

HIGHLANDS RANCH, CO

Past

August 17, 2010 - December 31, 2015

DYNASTY CAPITAL MANAGEMENT, INC

RIA

CRD#: 152350

ENGLEWOOD, CO

Past

March 3, 2010 - July 28, 2015

DYNASTY CAPITAL PARTNERS, INC.

CRD#: 122806

GREENWOOD VILLAGE, CO

Past

February 26, 2009 - February 16, 2010

MADISON AVENUE SECURITIES, LLC

RIA

CRD#: 23224

GREENWOOD VILLAGE, CO

Past

August 29, 2008 - February 16, 2010

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

GREENWOOD VILLAGE, CO

Past

September 5, 2007 - March 25, 2009

MADISON AVENUE ADVISORS, INC.

RIA

CRD#: 137461

GREENWOOD VILLAGE, CO

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".

PANORAMIC INVESTMENT ADVISORS

CRD#: 290770 / SEC#: 801-112146

RIA

Registered Investment Advisory firm - (12/8/2017 Approved)

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

Colorado
(12/14/2022)

IAR

Texas
(12/14/2022)

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

Series 63

Date: 11/17/2008

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/6/2007

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 5/6/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/29/2012

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 9/11/2008

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 62

Date: 8/28/2008

Corporate Securities Limited Representative Examination

Current Firm

PANORAMIC INVESTMENT ADVISORS

CRD#: 290770 / SEC#: 801-112146

RIA

Registered Investment Advisory firm - (12/8/2017 Approved)

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Contact information

Main Address

650 South Cherry Street, Suite 840, Glendale, CO 80246

Mailing Address

Phone number

(303) 691-1808

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (4/3/2025)

Regulatory assets under management

Total Number of Accounts	1,066
AUM (Assets Under Management)	$ 292,521,348

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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Advisor Monitoring

Firm Stability Insights

Timothy A. Szymanski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy A Szymanski's CRS (Customer Relationship Summary).

Certified licenses

Experience

NTB FINANCIAL CORPORATION

NTB FINANCIAL CORPORATION

DYNASTY CAPITAL MANAGEMENT, INC

DYNASTY CAPITAL PARTNERS, INC.

MADISON AVENUE SECURITIES, LLC

MADISON AVENUE SECURITIES, LLC

MADISON AVENUE ADVISORS, INC.

Primary Firm SEC Registration

PANORAMIC INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 11/17/2008

Series 65

Date: 3/6/2007

SIE

Date: 5/6/2016

Series 7

Date: 11/29/2012

Series 22

Date: 9/11/2008

Series 62

Date: 8/28/2008

Current Firm

PANORAMIC INVESTMENT ADVISORS

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PANORAMIC INVESTMENT ADVISORS

TRUST BUT VERIFY

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