Timothy Andrew Westra
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- McDonald Partners LLCAug 2026 to now
- The Connable Office, A Cresset CompanyJan 2025 to Jul 2026
- LPL Enterprise, LLCNov 2024 to Dec 2024
- The Prudential Insurance Company of AmericaApr 2024 to Dec 2024
- Pruco Securities, LLCApr 2024 to Nov 2024
- Asset Allocation Strategies, LLCMay 2023 to Apr 2024
- GLP Investment Services, LLCDec 2022 to Apr 2024
- GLP & Associates, Inc.Oct 2022 to Apr 2024
- Westra Insurance Group, LLCOct 2019 to Apr 2024
- Robert Half InternationalJan 2019 to Oct 2019
- State Farm VP Management Corp.Oct 2018 to Jan 2019
- Andrew Westra Insurance AgencyDec 2017 to Jan 2019
- State Farm InsuranceJul 2017 to Dec 2017
- State Farm VP Management CorpFeb 2016 to Jul 2017
- Jason Ryan Insurance AgencyJan 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (FL, MI, OH).
McDonald Partners LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6475925
- 135414