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Inga Timmerman

Inga Timmerman

CFP®
ATTAINABLE WEALTH
JACKSONVILLE, FL
·CRD# 6552744·11 years experience

Professional Summary

Inga Timmerman, CFP®, who also goes by Inga Chira, is a registered financial advisor currently at ATTAINABLE WEALTH located in Jacksonville, Florida. Inga is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Inga has worked at 1 firm.

At a Glance

Always Fiduciary

Fiduciary Standard

Fixed / Negotiated Fee | Retainer

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

  • Investment Management
  • Education Funding
  • Retirement Planning
  • Financial Planning
  • Business Services
  • Cashflow & Budgeting

Specializations

Federal Employees
Financial Therapy
Generation X

Biography

Happiness Seekers, University Professionals, Educators and Teachers, Generation X, World Travelers

Other Aliases

Inga Chira

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

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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.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2014

Years of Experience

11 years in the financial services industry

Current & Past Employments

ATTAINABLE WEALTH·CRD# 281206
RIA
Jacksonville, FL
November 6, 2015 - Present

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Current Firm

ATTAINABLE WEALTH
ATTAINABLE WEALTH

ATTAINABLE WEALTH | TC & K PARTNERS LLC | INGA TIMMERMAN

CRD#: 281206
California
Registered Investment Advisory firm - California (11/6/2015 Approved)
Florida
Registered Investment Advisory firm - Florida (8/11/2020 Approved)
New York
Registered Investment Advisory firm - New York (10/5/2021 Approved)
Texas
Registered Investment Advisory firm - Texas (2/27/2018 Conditional Restricted)

Contact Information

Main Address

Jacksonville, FL

Phone Number

(904) 994-0454

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

43

AUM (Assets Under Management)

$46,125,496

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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.

University of North Florida, not investment related, Jacksonville, Florida. Assistant Professor of Finance, started 08/2022, work 40 hours per month, 20 hours during trading.

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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.
IAR
California
(11/6/2015)
IAR
Florida
(8/11/2020)
IAR
New York
(10/5/2021)
IAR
Texas
(2/28/2018)

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 Inga Timmerman's CRS (Customer Relationship Summary).

Services Offered by Inga

  • Investment Management
  • Education Funding
  • Retirement Planning
  • Financial Planning
  • Business Services
  • Cashflow & Budgeting

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Inga Timmerman
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