RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Timothy Shane Bickmore
- Title
- Co-founder, Director of Financial Planningreportedlbw-wealth.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Leach, Bickmore & Weiss Wealth Management, LLC independent RIA currentsince Sep 28, 2015 · Madison, Wi
- Poehling Capital Management, Inc. independent RIAOct 9, 2014 to Sep 25, 2015 · Madison, Wi
- Heck Capital Advisors, LLC otherApr 29, 2013 to Sep 4, 2014 · Rhinelander, Wi
- Poehling Capital Management, Inc. to Leach, Bickmore & Weiss Wealth Management, LLCleft Sep 25, 2015, registered Sep 28, 2015 (3 days) · Other
- Heck Capital Advisors, LLC to Poehling Capital Management, Inc.left Sep 4, 2014, registered Oct 9, 2014 (35 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address