Tim Konicke has been President and Chief Compliance Officer of Review Services since April 1987, is a control person of the firm and directly owns between 50% and 75% of it.
Review Services Inc is a Brookfield, WI firm with $227M under management, 173 clients and 3 advisers in one office, as of its April 2026 filing.
Tim A. Konicke is Partner of Review Services, Inc. He is responsible for all aspects of portfolio management, researching and selecting managers and investments and constructing portfolios to match each client's needs and risk tolerance. Konicke oversees the fundamental research for due diligence on potential investment opportunities and takes sole responsibility for the compliance-related needs and issues of the firm.
- Review Services IncCurrent– present · 35 yearsBrookfield, WI · Adviser representative · Firm CRD 110277
Professional designations
Listed by Review Services
- CFP®
Investment adviser representative registrations
Tim Konicke is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 1991; the most recent is Texas, in August 2013.
- TexasResidentSince 12 August 2013
- WisconsinSince 11 October 1991
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 14 May 1986 |
| Series 7 | General Securities Representative Examination | 19 April 1986 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Tim Allen Konicke
- CRD
- 1491417
- Firm
- Review Services · CRD 110277
- Role
- President and Chief Compliance Officer
- Office
- 13255 W. BLUEMOUND RD., SUITE 205, Brookfield, WI 53005
- Registration
- Investment adviser registration
- In the industry since
- October 1991
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- reviewservicesinc.com
Where does Tim Konicke work?
Tim Konicke has been President and Chief Compliance Officer of Review Services Inc since April 1987, and is a control person of the firm.
Is Tim Konicke a financial advisor?
Yes. Tim Konicke has a current investment-adviser registration in Texas and Wisconsin, through Review Services since October 1991.
How many years of experience does Tim Konicke have?
Tim Konicke has 35 years in the financial industry, since October 1991, across 1 adviser firm.
What exams has Tim Konicke passed?
Tim Konicke has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in April 1986.
Where is Tim Konicke based?
Tim Konicke’s registered office is in Brookfield, WI.
Is Tim Konicke registered with FINRA?
No. Tim Konicke has no current broker registration.
Is Tim Konicke a CFP?
Review Services lists Tim Konicke with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Tim Konicke’s record?
Search CRD 1491417 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tim Konicke’s full registration record.
