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CFP
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CFP

Timothy Sallee

Independent Advisor Alliance, LLC
37 Years of Experience
Springfield, MO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Timothy Sallee is a CFP-designated registered investment advisor at Independent Advisor Alliance, LLC, based in Springfield, MO, with 37 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 45,002 clients with $17B in assets under management.

Independent Advisor Alliance, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
303 advisors
Number of Clients
45,002 clients
Average Client Portfolio
$383K average
Assets Under Management
$17.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.00%. Fees are negotiable and may vary based on account size, complexity, and services included.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1650 East Battlefield, Suite 120, Springfield, MO, 65804

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Timothy sells fixed insurance policies and annuities, dedicating about 10% of his time to this activity. He also provides investment advisory services through Independent Advisor Alliance and operates Blackbridge Financial, spending about half his time and nearly full-time, respectively, on these investment-related activities.

Employment History
Current Registrations
Independent Advisor Alliance, LLC
April 2019 - Present · 7 yrs 7 mos
LPL Financial LLCBroker
December 2015 - Present · 10 yrs 11 mos
Previous Registrations
LPL Financial LLC
August 2022 - August 2022 · 0 mos
Independent Financial Partners
February 2017 - April 2019 · 2 yrs 2 mos
Resources Investment Advisors
July 2016 - May 2017 · 10 mos
Cetera Advisors LLC
September 2014 - December 2015 · 1 yr 3 mos
Cetera Advisors LLCBroker
January 2004 - December 2015 · 11 yrs 11 mos
Cetera Advisors LLC
January 2004 - September 2014 · 10 yrs 8 mos
Ifg Advisory Services INC
August 2001 - January 2004 · 2 yrs 5 mos
Ifg Network Securities, INC.Broker
January 2001 - January 2004 · 3 yrs
Ascend Financial Services, INC.Broker
September 1997 - February 2001 · 3 yrs 5 mos
Forth Financial Securities, CorporationBroker
August 1989 - September 1997 · 8 yrs 1 mo
State Registrations22 states
AKALARAZCOFLGAILINKSMIMNMONCNMOKORPASCSDTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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