JT
John D. Timmer
WEALTHSPAN PARTNERS
ROCK ISLAND, IL 61201
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CRD#: 2507441
JT
Professional summary
John Douglas Timmer, CFP® is a registered financial advisor currently at WEALTHSPAN PARTNERS, LLC located in Rock Island, Illinois.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. John has worked at 5 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
GLS, INC POSITION: Co-owner NATURE: Casual Diner/Restaurant INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 5108 Jersey Ridge Rd, Suite A, Davenport IA 52807 DESCRIPTION: 50% owner of corporation that owns and operates 2 Maid-Rite restaurants TIMMER AND ASSOCIATES, CPA, PC POSITION: CPA/President NATURE: CPA Firm INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2009 ADDRESS: 4480 48th Avenue Court, Suite 3, Rock Island IL 61201 DESCRIPTION: CPA President AMERICAN BANK & TRUST POSITION: Board Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2012 ADDRESS: 4301 East 53rd Street, Davenport IA 52807 DESCRIPTION: Board of Directors Chairman of Holding Company JOHN TIMMER POSITION: Owner NATURE: Insurance Brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1995 ADDRESS: 4480 48th Avenue Court, Suite 3, Rock Island IL 61201 DESCRIPTION: Insurance brokerage generally limited to fixed annuities and long-term care REAL ESTATE INVESTMENT/RENTAL POSITION: Owner NATURE: Real Estate Investment/Ownership INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1993 ADDRESS: 4480 48th Ave Ct, Ste 3, Rock Island IL 61201, United States DESCRIPTION: Real Estate Investment/Ownership that consists of single family and multi family residential properties as well as commercial office, restaurant and retail properties.
CRS (Client Relationship Summary) - RIA
Click below to view John Douglas Timmer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
December 18, 2023 - Present
WEALTHSPAN PARTNERS, LLC
Office #1: 4480 48th Avenue Ct Suite 3, Rock Island, IL 61201Office #2: 5108a Jersey Ridge Road, Davenport, IA 52807RIA
CRD#: 297712
ROCK ISLAND, IL
Past
June 30, 1998 - December 21, 2023
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
ROCK ISLAND, IL
Past
November 7, 1997 - December 21, 2023
SECURITIES AMERICA, INC.
BD
CRD#: 10205
ROCK ISLAND, IL
Past
December 11, 1995 - November 18, 1997
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
August 1, 1994 - December 13, 1995
FFP SECURITIES, INC.
BD
CRD#: 16337
CHESTERFIELD, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WP
WEALTHSPAN PARTNERS, LLC
WEALTHSPAN PARTNERS, LLC
CRD#: 297712 / SEC#: 801-113832
RIA
Registered Investment Advisory firm - (9/7/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(12/18/2023)
IAR
Iowa(12/18/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
WP
WEALTHSPAN PARTNERS, LLC
WEALTHSPAN PARTNERS, LLC
CRD#: 297712 / SEC#: 801-113832
RIA
Registered Investment Advisory firm - (9/7/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5025 Utica Ridge Rd Suite 101, Davenport, IA 52807
Mailing Address
Phone number
(563) 723-7301
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,518 |
| AUM (Assets Under Management) | $ 378,789,093 |
Red Flags
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Company Information
WEALTHSPAN PARTNERS, LLC
CRD#: 297712Rock Island, IL 61201TRUST BUT VERIFY
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Contact information
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