Kevin Timmerman, financial advisor Dubuque IA

Kevin Timmerman

CRD Number: 2519009
Current Firm: Creative Planning
Compensation Model: Fee Only

Kevin Timmerman (CRD# 2519009) is an Investment Advisor Representative working at Steele Capital Management, Inc. and has over 21 years of experience in the finance industry.  He has been ranked by Barron's as one of the Top 100 Investment Advisors in the country for nine consecutive years.

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Professional Designations
Company Name Location Dates Years
Creative Planning Overland Park, KS Oct 2017 - Current 6
Steele Capital Management Dubuque, IA Jun 1994 - Sep 2017 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1994
S65 NASAA Investment Advisors Law Examination Feb 1996
Contact Info for Kevin Timmerman
By the Numbers
  • Total Assets Under Management
    155,328
    MILLIONS
  • Total Number of Accounts
    222,474
    ACCOUNTS
  • Average Account Value
    $698,186
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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