Alex Timmer (CRD# 6742156) is an Investment Advisor Representative working at Innovia Wealth, LLC in Grand Rapids, MI and has over 5 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovia Wealth, Llc (formerly Strategies Wealth Advisors, Llc) | Grand Rapids, MI | Feb 2023 - Current | 1 |
| Strategies Wealth Advisors, LLC | Grand Rapids, IL | Sep 2018 - Feb 2023 | 4 |
| Mutual Securities | Camarillo, CA | Jan 2018 - Dec 2019 | 1 |
| Mtb Of Michigan, Llc Dba Strategies Wealth Advisors | Grand Rapids, MI | Jan 2018 - Sep 2018 | < 1 |
| Valmark Securities, Inc. | Akron, OH | Jan 2017 - Jan 2018 | 1 |
| Grandville Public Schools | Grandville, MI | Oct 2012 - Jan 2017 | 4 |
| Maple Hill Golf Course | Grandville, MI | Jun 2015 - Dec 2016 | 1 |
| Professional Educational Services Group | Caledonia, MI | Jan 2012 - Jun 2015 | 3 |
| Diversco Construction | Grand Rapids, MI | Aug 2014 - Oct 2014 | < 1 |
| Grandville Community Education | Grandville, MI | Jun 2012 - Aug 2014 | 2 |
| Baldwin Street Middle School (hudsonville Public Schools) | Baldwin, MI | Jan 2014 - Jun 2014 | < 1 |
| Grandville Middle School (grandville Public Schools) | Grandville, MI | Apr 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- CA
- FL
- IL
- MI
- OH
- OR
- TX
- VA
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Total Assets Under Management2,045MILLIONS
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Total Number of Accounts3,002ACCOUNTS
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Average Account Value$681,113
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AL, AZ, CA, CO, FL, GA, IL, IN, LA, MI, MN, OH, OR, PA, TX, VA, WA, WI
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