Timothy
Ziemba

Iron Financial LLC

CRD#6387150
Investment Advisor
in Northbrook, IL

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About this Advisor

Timothy Ziemba is a certified financial planner and chartered financial analyst who works in Northbrook, Illinois with a total of 4 years of relevant experience. Ziemba is an advisor for Iron Financial LLC. Throughout their career, Ziemba has worked at Life Line Wealth Management, Aon Corporation, Life Line Financial Group and Iron Financial LLC. Ziemba holds a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Illinois. Iron Financial LLC is a financial advisory company based in Northbrook, IL. It has $413 million in assets under management between its 650 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 650 client accounts, 32% are associated with high-net-worth clients who have at least $1 million in investable assets. Iron Financial LLC performs a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees usually depend on the services provided. However, fees charged by Iron Financial LLC likely are comprised of any blend of asset-based and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Others

Office Location

630 Dundee Road Suite 200
Northbrook, IL 60062

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Iron Financial LLC Brokerage Details

Total Assets Under Management

$412,755,308

IL Average: $6,674,516,078
Total Number of Employees

10

IL Average: 44
Total Number of Accounts

650

IL Average: 2,564
Average Account Size

$635,008

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Timothy Ziemba Work History

Timothy has been registered as a financial advisor for 4 years.*

2021 - Present (3 years)

Iron Financial LLC

2019 - Present (5 years)

Iron Financial LLC

2014 - 2019 (5 years)

Life Line Wealth Management

2014 - 2019 (5 years)

Life Line Financial Group

2011 - 2014 (3 years)

Aon Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Timothy Ziemba 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 Iron Financial LLC

Timothy Ziemba
Northbrook, IL
Aaron Izenstark
Northbrook, IL
Richard Lakin
Northbrook, IL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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