Unclaimed Profile

Timothy Wyatt Milkwick

EMBARK WEALTH MANAGEMENT, LLC·TEMPE, Arizona

SIE, Series 6, Series 6TO, Series 7, Series 7TO, Series 63, Series 65CFPClean record11 years registeredEMBARK WEALTH MANAGEMENT, LLC

398 S MILL AVENUE, TEMPE, AZ 85281CRD# 5137849Firm CRD# 157950

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Wyatt Milkwick · TEMPE, AZ

Registration

CRD #5137849 · EMBARK WEALTH MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

EMBARK WEALTH MANAGEMENT, LLC

Aug 2020 – present

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Jul 2018 – Jun 2020

BOSTON, MA

STRATEGIC ADVISERS LLC

Jun 2015 – Jul 2018

PRINCETON, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7

Series 7TO

Series 63

Series 65

Registration record

First registered · June 3, 2015

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EMBARK WEALTH MANAGEMENT, LLC

CRD 157950 · SEC 801-129246

AUM

$43M

Regulatory assets under management

Employees

402 client accounts

Services offered by EMBARK WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EMBARK WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Wyatt Milkwick offer?

Timothy Wyatt Milkwick specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in TEMPE, Arizona for a consultation.

What are Timothy Wyatt Milkwick's credentials?

Timothy Wyatt Milkwick holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Timothy Wyatt Milkwick located?

Timothy Wyatt Milkwick is based in TEMPE, Arizona, working with EMBARK WEALTH MANAGEMENT, LLC. Their office serves clients in the TEMPE metropolitan area and surrounding communities.

How does Timothy Wyatt Milkwick charge for services?

Timothy Wyatt Milkwick's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EMBARK WEALTH MANAGEMENT, LLC?

EMBARK WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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