JT
JT

John Michael Timmermans

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
64 clients
Average Client Portfolio
$400K average
Assets Under Management
$25.6M

Fee Structure

Minimum Investment:None
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Location

Grand Rapids, MI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

John works full-time in risk management for Finalto and is a member of Advisory Advocates, LLC, dedicating a few hours per week. He is also an Investment Adviser Representative and Managing Member of Luminist Capital, LLC and RM Investment Strategies, LLC, spending a few hours per week on each, and a partner in Half Mile Cottage, LLC, a vacation rental home, spending minimal time.

Employment History
Current Registrations
Rm Investment Strategies, LLC
October 2022 - Present · 3 yrs 4 mos
Luminist Capital, LLC
August 2015 - Present · 10 yrs 6 mos
Previous Registrations
Advisory Advocates LLC
June 2023 - December 2023 · 6 mos
Advisory Advocates LLC
July 2016 - May 2021 · 4 yrs 10 mos
State Registrations2 states
MITX
Advisor
Exams
No exam information available for this advisor.