Ian Timmermann
Ian Timmermann is a registered investment advisor at Midwestern Securities Trading Co.,llc, based in Greenville, IL, with 1 years of industry experience. Ian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 11,847 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.55% |
Fees are negotiable and may be higher or lower, not to exceed 2.0% annually. Beacon Portfolios carry an additional $40 annual maintenance fee.
Fee Estimator
Location
100 E College Ave, Greenville, IL, 62246
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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 Activities
Ian works as a financial advisor at Bradford National Bank since June 2024. This is an investment-related activity and takes nearly full-time hours.
Employment History
Current Registrations
Midwestern Securities Trading Company, LLCBroker
Midwestern Securities Trading Co.,llc
State Registrations1 state
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
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