Joshua Timmerman
Investment adviser representative at Impact Retirement Advisors
11 yearsExperience
1 stateRegistered in
$827.7MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Impact Retirement Advisors, LLCJun 2025 to now
- France 44 Wines & SpiritsAug 2018 to now
- Allianz Life Financial Services, LLC.May 2024 to Jun 2025
- Allianz Life Insurance Company of North AmericaMay 2024 to Jun 2025
- Hopkins Public Schools - Meadowbrook ElementaryJan 2020 to Jun 2020
- Part Time BabysitterJun 2018 to Aug 2018
- Part Time BabysitterJun 2017 to Aug 2017
- Hopkins Public Schools - Meadowbrook ElementaryJun 2015 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
Impact Retirement Advisors
Legal name: Impact Retirement Advisors, LLC
$827.7MAssets managed
196Clients
4Advisers
2 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
- 7990168
- Firm CRD
- 330475