Timothy R. Stranske
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Timothy Raymond Stranske, CFA, who also goes by Tim Stranske, was a registered financial professional .
Timothy is a previously registered financial professional and started their career in finance in 2021. Timothy had worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 10, 2021 - March 28, 2024
TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.
October 19, 2021 - March 28, 2024
PAN GLOBAL ADVISERS, LLC
Primary Firm SEC Registration
TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.
CRD#: 146778 / SEC#: 801-110232
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.
CRD#: 146778 / SEC#: 801-110232
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 223 |
| AUM (Assets Under Management) | $ 114,522,333 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 02/28/2024 |
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.
