Brianne Timmerman
Brianne Timmerman is a registered investment advisor at LPL Financial LLC, based in Rockwell City, IA, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
400 Main Street, Rockwell City, IA, 50579
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brianne works as an investment services DBA for LPL business, dedicating full-time hours. She also works with Ash Brokerage & First Community Insurance and Iowa Bankers Insurance and Services, spending a few hours per week on each. Brianne also works as a softball umpire, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Hilltop Securities Independent Network INC.
Hilltop Securities Independent Network INC.Broker
Edward Jones
Edward JonesBroker
State Registrations4 states
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.