Kyle
Timmermann

Parkway Advisors, L.P

CRD#6126548
Investment Advisor
in Abilene, TX

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About this Advisor

Kyle Timmermann is a financial advisor based in Abilene, Texas, working with Parkway Advisors, L.P. Kyle has previously held a position at Parkway Advisors, L.P. Kyle has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Kyle is part of Parkway Advisors, L.P, which operates out of Abilene, Texas. The firm has 15 employees and manages assets totaling $3.4 billion. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Parkway Advisors, L.P includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6550 Directors Parkway
Abilene, TX 79606

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Parkway Advisors, L.P Brokerage Details

Total Assets Under Management

$3,403,431,715

TX Average: $3,042,739,679
Total Number of Employees

15

TX Average: 49
Total Number of Accounts

55

TX Average: 2,315
Average Account Size

$61,880,577

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Other

Kyle Timmermann Work History

2012 - Present (12 years)

Parkway Advisors, L.P

Disclosures

Please visit the SEC profile of Kyle Timmermann 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 Parkway Advisors, L.P

Theron Holladay
Abilene, TX
Bryce Bevill
Abilene, TX
Kyle Timmermann
Abilene, TX
Colton Weems
Abilene, TX
Trevor Rupe
Abilene, TX
Nicholas Chapman
Abilene, TX
Jennifer Richardson
Abilene, TX
Lisa Davidson
Abilene, TX

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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