Skip to Main Content
portrait of Tim Schmale
FINANCIAL ADVISOR

Tim Schmale

CFP®, AAMS™
1430 Oak Ct, Suite 113, Beavercreek, OH 45430opens in a new window
CallSend Me a Message

About Tim

One-size-fits-all may be fine for some investors, but I believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, I can offer investment solutions tailored to all your financial goals.

In addition to earning an AAMS™ designation, I also have a bachelor's degree in sustainable management from the University of Wisconsin in Parkside. In addition, I received an associate degree in business in...

Focus Areas

  • Business Retirement Plans
  • College Savings
  • Estate & Legacy Strategies
  • New Investors
  • Sustainable investing
  • Retirement Income Strategies

Work History

  • Edward JonesJuly 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of WI,Parkside-KenoshaBachelors

Personal Interests

  • Car Restoration
  • Hockey
  • Home Improvement
  • Outdoor Enthusiast
  • Skiing

Team Members

  • Christine Koeller
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(937) 956-6280

Fax

(888) 525-1134

Office Address

1430 Oak Ct
Suite 113
Beavercreek, OH 45430opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More