John Timmer
John Timmer is a CFP-designated registered investment advisor at Wealthspan Partners, LLC, based in Rock Island, IL, with 31 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 526 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealthspan Partners charges a monthly fee based on the average daily value of your investments. The annual rate ranges from 0.25% to 1.50%, depending on the amount you invest, the complexity of your situation, and your overall relationship with Wealthspan. Fees may be negotiable.
Location
4480 48th Avenue Ct, Suite 3, Rock Island, IL, 61201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is a co-owner of a restaurant, a CPA and President of a CPA firm, and a board member of a bank. He also owns an insurance brokerage, focusing on fixed annuities and long-term care, and invests in real estate; these activities take minimal time and about 10-20% of his time, respectively, while his CPA work takes nearly full-time.
Employment History
Current Registrations
Wealthspan Partners, LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Fsc Securities CorporationBroker
Ffp Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.