John TinsmanCRD Number: 6704254
Current Firm: Aot Invest LLC
John Tinsman (CRD# 6704254) is an Investment Advisor Representative working at Aot Invest LLC in Davenport, IA and has 1 year of experience in the finance industry.
Ameriprise Financial Services, LLC
Ubs Financial Services Inc.
Lpl Financial LLC
|Aot Invest LLC||Davenport, IA||Jan 2022 - Current||1|
|Twin State, Inc.||Davenport, IA||Feb 2019 - Current||4|
|Marquette Partners||Chicago, IL||Apr 2019 - Apr 2019||< 1|
|Unemployed||Chicago, IL||Jun 2018 - Feb 2019||< 1|
|Consolidated Trading LLC||Chicago, IL||Jun 2016 - Jun 2018||2|
|Northwestern University||Evanston, IL||Sep 2012 - Jun 2016||3|
|University Of Oxford||Oxford,||Sep 2014 - Jun 2015||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2022|
Total Assets Under Management20MILLIONS
Total Number of Accounts1ACCOUNTS
Average Account Value$19,811,000
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.