Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tim? Claim Your ProfileTim Roemmich is a financial advisor at Syverson Strege. Tim has been in the industry since 1996 and has experience with financial planning, selection of other advisors, and portfolio management for individuals. Tim is a Certified Financial Planner and holds a Series 6, 7, 63 and 65 licenses. Tim is based in West Des Moines, Iowa.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Selection of other advisers through third party
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
IA
03/18/2011 - Present
Syverson Strege (WEST DES MOINES IA)
MN
03/02/2000 - 04/27/2004
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
IA
11/08/1996 - 03/13/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 05/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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