JT
CFP
JT
CFP

Jeremy Tims

25 Years of Experience
Sioux Falls, SD
1 DisclosureBrokerSells Insurance

Jeremy Tims is a CFP-designated registered investment advisor at Tallgrass Wealth Management, INC., based in Sioux Falls, SD, with 25 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

  • Financial Plan - Negotiated fixed rate between $500 and $25,000.
  • Hourly Financial Planning - Negotiated hourly fee between $50 and $350.
  • Comprehensive Financial Planning - Annual fee ranges from $500 and up. Fees are charged in arrears upon completion and may be divided up for payment annually or quarterly.
Annual Retainer:From $500/year
One-Time Plan:$500 - $25,000
Hourly Rate:$50 - $350/hr
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Location

6201 E. Silver Maple Circle, #201, Sioux Falls, SD, 57110

Get directions

History

Regulatory History (1)
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Customer Dispute
July 2013
Denied
Other Business ActivitiesSells Insurance

Jeremy is the owner of Tallgrass Wealth Management, spending about half his time on it, and is also involved in several other ventures. These include real estate, charitable work, accounting, banking, and a hunting dog stud service, along with volunteer work for a school.

Employment History
Current Registrations
Tallgrass Wealth Management, INC.
September 2019 - Present · 6 yrs 8 mos
Silver Oak Securities, INC.
May 2019 - Present · 7 yrs
Silver Oak Securities, IncorporatedBroker
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
March 2016 - May 2019 · 3 yrs 2 mos
National Planning CorporationBroker
October 2007 - March 2016 · 8 yrs 5 mos
National Planning Corporation ("npc of America" in Fl & Ny)
October 2007 - October 2007 · 0 mos
Sutterfield Financial Group, INC.
October 2005 - May 2019 · 13 yrs 7 mos
American General Securities Incorporated
January 2005 - September 2005 · 8 mos
American General Securities IncorporatedBroker
October 2002 - October 2007 · 5 yrs
Franklin Financial Services CorporationBroker
November 2000 - October 2002 · 1 yr 11 mos
State Registrations6 states
IAMIMNNESDWA
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.