John Douglas Timmer
Investment adviser representative at Wealthspan Partners, LLC
35 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$451.1MFirm assets
Are you John Douglas Timmer? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
35 years in the industry.
- Wealthspan Partners, LLCDec 2023 to now
- Timmer and Associates, Cpa, PcAug 1991 to now
- Securities America Advisors, Inc.Nov 1997 to Dec 2023
- Securities America, Inc.Nov 1997 to Dec 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (IA, IL).
Wealthspan Partners, LLC
$451.1MAssets managed
526Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2507441
- Firm CRD
- 297712