Timothy Robert Ziemba
CFA, CFP®Professional Summary
Timothy Robert Ziemba, CFA, CFP®, who also goes by Timothy R Ziemba, Timothy Ziemba, is a registered financial advisor currently at IRON FINANCIAL LLC located in Northbrook, Illinois. Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Timothy has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Timothy R Ziemba, Timothy Ziemba
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
IRON ASSET MANAGEMENT | THE IRON FINANCIAL COMPANIES | IRON WEALTH HOLDINGS LLC | IRON RETIREMENT | IRON MORTGAGE DEBT GROUP LLC (RELYING ADVISOR) | IRON INVESTMENTS | IRON HOLDINGS LLC | IRON FINANCIAL MANAGEMENT INC | IRON FINANCIAL LLC | IRON FINANCIAL
Contact Information
Main Address
630 Dundee Road Suite 300, Northbrook, IL 60062Phone Number
(847) 715-3200# of Employees
10SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
649AUM (Assets Under Management)
$489,165,569Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
IRON ASSET MANAGEMENT | THE IRON FINANCIAL COMPANIES | IRON WEALTH HOLDINGS LLC | IRON RETIREMENT | IRON MORTGAGE DEBT GROUP LLC (RELYING ADVISOR) | IRON INVESTMENTS | IRON HOLDINGS LLC | IRON FINANCIAL MANAGEMENT INC | IRON FINANCIAL LLC | IRON FINANCIAL
State Registrations and Notice Filings
(2/5/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Timothy Robert Ziemba's CRS (Customer Relationship Summary).
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