Unclaimed
Gregory Timmerman is a financial advisor with Thrivent Investment Management Inc. Gregory has been in the financial services industry since 1997. Gregory has a broad range of experience, including working with clients at TD Ameritrade, U.S. Bancorp Investments, Inc., and LPL Financial LLC. Gregory is registered to provide financial advice in a number of states, including Illinois, Oklahoma and Texas. Gregory is licensed as an Investment Advisor Representative in the District of Columbia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
10/30/2019 - Present
Thrivent Investment Management Inc. (Geneseo IL)
IA
08/02/2018 - 09/10/2019
TD AMERITRADE, INC. (CEDAR RAPIDS IA)
IA
04/22/2015 - 07/10/2018
U.S. BANCORP INVESTMENTS, INC. (DUBUQUE IA)
IA
02/24/2012 - 04/15/2015
LPL FINANCIAL LLC (DUBUQUE IA)
WI
09/09/2011 - 02/21/2012
AMERIPRISE FINANCIAL SERVICES, INC. (DELAVAN WI)
WI
09/13/2010 - 09/29/2011
M&I FINANCIAL ADVISORS, INC (CUDAHY WI)
WI
03/02/2009 - 09/29/2010
UVEST FINANCIAL SERVICES GROUP, INC. (MUKWONAGO WI)
IA
08/21/2006 - 11/11/2008
MIDAMERICA FINANCIAL SERVICES, INC. (DUBUQUE IA)
WI
07/26/2004 - 08/24/2006
IFMG SECURITIES, INC. (EAST TROY WI)
CA
01/30/2001 - 07/28/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NJ
01/03/2000 - 01/19/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MO
07/29/1998 - 01/03/2000
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
WI
09/16/1997 - 07/01/1998
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
IA
Issued 11/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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