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TZ

Timothy R. Ziemba

IRON FINANCIAL LLC
NORTHBROOK, IL 60062
Some features on this profile are disabled
CRD#: 6387150
TZ

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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Timothy R Ziemba | Timothy Ziemba

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Robert Ziemba's CRS (Customer Relationship Summary).
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®
CFA

Chartered Financial Analyst

CFP®

Certified Financial Planner

Experience

Current

February 5, 2019 - Present

IRON FINANCIAL LLC

Office #1: 630 Dundee Road Suite 300, Northbrook, IL 60062
RIA
CRD#: 106682
NORTHBROOK, IL
Past

August 22, 2014 - December 31, 2018

LIFE LINE WEALTH MANAGEMENT LLC

RIA
CRD#: 171051
Lincolnshire, IL

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".
IF
IRON FINANCIAL LLC
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

CRD#: 106682 / SEC#: 801-46417

RIA
Registered Investment Advisory firm - (5/18/1994 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
(2/5/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/19/2014
Uniform Investment Adviser Law Examination

Current Firm

IF
IRON FINANCIAL LLC
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

CRD#: 106682 / SEC#: 801-46417

RIA
Registered Investment Advisory firm - (5/18/1994 Approved)
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Contact information

Main Address
630 Dundee Road Suite 300, Northbrook, IL 60062
Mailing Address
Phone number
(847) 715-3200
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IRON FORM ADV PART 2A & 2B (10/24/2025)

Regulatory assets under management

Total Number of Accounts657
AUM (Assets Under Management)$ 472,137,075

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

IRON FINANCIAL LLC

CRD#: 106682Northbrook, IL 60062

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