Timothy Bickmore has been Managing Member, Founder of Leach, Bickmore & Weiss Wealth Management since August 2015, is a control person of the firm and directly owns under 5% of it.
Leach, Bickmore & Weiss Wealth Management, LLC is a Madison, WI firm with $115M under management, 292 clients and 1 adviser in one office, as of its July 2026 filing.
Tim Bickmore is Co-founder, Director of Financial Planning of Leach, Bickmore & Weiss Wealth Management, LLC. He entered the banking industry and later was recruited to Madison to create and head the financial planning division at a smaller firm.
Timothy Bickmore’s longest registration is the current one, 11 years at Leach, Bickmore & Weiss Wealth Management since 2015. Before joining Leach, Bickmore & Weiss Wealth Management in 2015, Timothy Bickmore was registered through Poehling Capital Management, Inc. and Heck Capital Advisors, LLC.
- – present · 11 yearsMadison, WI · Adviser representative · Firm CRD 281302
- Poehling Capital Management, Inc.– · under a yearMadison, WI · Adviser representative · Firm CRD 131668
- Heck Capital Advisors, LLC– · 1 yearRhinelander, WI · Adviser representative · Firm CRD 143848
Professional designations
Listed by Leach, Bickmore & Weiss Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Private Wealth Advisor® (CPWA®)
Investment adviser representative registrations
Timothy Bickmore is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from September 2015; the most recent is New York, in March 2024.
- New YorkSince 14 March 2024
- TexasResidentSince 3 August 2017
- WisconsinSince 28 September 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 April 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Timothy Shane Bickmore
- CRD
- 6172674
- Firm
- Leach, Bickmore & Weiss Wealth Management · CRD 281302
- Role
- Managing Member, Founder
- Office
- 6410 ENTERPRISE LANE, SUITE 120, Madison, WI 53719
- Registration
- Investment adviser registration
- In the industry since
- June 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lbw-wealth.com
Where does Timothy Bickmore work?
Timothy Bickmore has been Managing Member, Founder of Leach, Bickmore & Weiss Wealth Management, LLC since August 2015, and is a control person of the firm.
Is Timothy Bickmore a financial advisor?
Yes. Timothy Bickmore has a current investment-adviser registration in New York, Texas and Wisconsin, through Leach, Bickmore & Weiss Wealth Management since September 2015.
How many years of experience does Timothy Bickmore have?
Timothy Bickmore has 13 years in the financial industry, since June 2013, across 3 adviser firms.
What exams has Timothy Bickmore passed?
Timothy Bickmore passed the Series 65 in April 2013.
Where did Timothy Bickmore work before Leach, Bickmore & Weiss Wealth Management?
Before Leach, Bickmore & Weiss Wealth Management, Timothy Bickmore was registered through Poehling Capital Management, Inc., October 2014 to September 2015; Heck Capital Advisors, LLC, April 2013 to September 2014.
Where is Timothy Bickmore based?
Timothy Bickmore’s registered office is in Madison, WI.
Is Timothy Bickmore registered with FINRA?
No. Timothy Bickmore has no current broker registration.
Is Timothy Bickmore a CFP?
Leach, Bickmore & Weiss Wealth Management lists Timothy Bickmore with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Timothy Bickmore’s record?
Search CRD 6172674 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Bickmore’s full registration record.
