John
Timmer

Wealthspan Partners, LLC

CRD#2507441
Investment Advisor
in Rock Island, IL

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About this Advisor

John Timmer is a financial advisor based in Rock Island, Illinois, working with Wealthspan Partners, LLC. John has previously held positions at Wealthspan Partners, LLC, Timmer And Associates, Cpa, Pc, Securities America, Inc, and Securities America Advisors, Inc. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Iowa. Currently, John is part of Wealthspan Partners, LLC, which operates out of Rock Island, Illinois. The firm has 3 offices and 5 employees. The firm manages assets totaling $282.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Wealthspan Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4480 48Th Avenue Ct Suite 3
Rock Island, IL 61201

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Wealthspan Partners, LLC Brokerage Details

Total Assets Under Management

$282,510,545

IL Average: $9,259,360,772
Total Number of Employees

5

IL Average: 166
Total Number of Accounts

1,242

IL Average: 7,189
Average Account Size

$227,464

IL Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

John Timmer Work History

2023 - Present (1 year)

Wealthspan Partners, LLC

2023 - Present (1 year)

Wealthspan Partners, LLC

1991 - Present (33 years)

Timmer And Associates, Cpa, Pc

1997 - 2023 (26 years)

Securities America, Inc

1997 - 2023 (26 years)

Securities America Advisors, Inc

Disclosures

Please visit the SEC profile of John Timmer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealthspan Partners, LLC

Cody Williams
Davenport, IA
Brian Ramsay
Davenport, IA
Mark Tholl
Davenport, IA
John Timmer
Rock Island, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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