Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Timmerman is an Investment Advisor Representative with Creative Planning, a firm with approximately $1 billion - $10 billion in assets under management. Kevin has been with Creative Planning since October 2017. Kevin is a Certified Financial Planner. Prior to joining Creative Planning, Kevin was with Steele Capital Management in Dubuque, Iowa, where Kevin started in June of 1994.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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IA
10/04/2017 - Present
Creative Planning (DUBUQUE IA)
MO
03/29/2004 - 11/16/2006
MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)
TX
03/06/2001 - 03/31/2004
NFP SECURITIES, INC. (AUSTIN TX)
MO
07/07/1999 - 08/07/2001
MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)
NY
05/03/1999 - 09/14/1999
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
11/18/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NE
01/02/1996 - 01/01/1997
SECURITIES AMERICA, INC. (LAVISTA NE)
AZ
12/09/1994 - 01/04/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
KS
11/01/1994 - 12/15/1994
ASSIST INVESTMENT MANAGEMENT COMPANY, INC. (LEAWOOD KS)
IA
Issued 02/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 06/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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