BT
BT

Bart Timmerman

28 Years of Experience
Dubuque, IA
1 DisclosureBroker

Bart Timmerman is a registered investment advisor at Wells Fargo Advisors, based in Dubuque, IA, with 28 years of industry experience. Bart is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2100 Asbury Ste 1, Dubuque, IA, 52001

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2015
Settled
Other Business Activities

Bart serves as power of attorney for his aunt, a role he has held since 2013. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
January 2008 - Present · 18 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - Present · 18 yrs 9 mos
Previous Registrations
A. G. Edwards & Sons, INC.
February 1999 - January 2008 · 8 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
January 1998 - January 2008 · 10 yrs
State Registrations29 states
ALARAZCACOCTFLGAIAILKSMDMIMNMONCNENVNYOKORSCSDTNTXUTVAWIWY
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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