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Bailey Timmons

2 Years of Experience
Omaha, NE
BrokerSells Insurance

Bailey Timmons is a registered investment advisor at Cetera Investment Advisers LLC, based in Omaha, NE, with 2 years of industry experience. Bailey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

12801 Pierce Street, Suite 300, Omaha, NE, 68144

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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

Bailey is an insurance agent/broker for Co-Op Insurance Agency and RF Brokerage, selling fixed insurance (FL, FA, DI, LTC) and group insurance. These activities require minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2023 - Present · 2 yrs 10 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.Broker
July 2023 - August 2023 · 1 mo
State Registrations15 states
AZCOFLGAIAILKSMINCNEOHSCTXWIWY
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.