Timothy Sallee, financial advisor Springfield MO

Timothy Sallee

Tim Sallee, CFP(R)

CRD Number: 1947029
Current Firm: Independent Advisor Alliance, LLC
Compensation Model: Both

Timothy Sallee (CRD# 1947029) is an Investment Advisor Representative in Springfield, MO and has over 26 years of experience in the finance industry. Timothy Sallee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Independent Advisor Alliance, LLC Springfield, MO Apr 2019 - Current 4
Lpl Financial, LLC Springfield, MO Dec 2015 - Current 8
Independent Financial Partners Springfield, MO Feb 2017 - Apr 2019 2
Resources Investment Advisors, Inc. Leawood, KS Dec 2015 - Aug 2018 2
Cetera Advisors LLC Denver, CO Jan 2013 - Dec 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1991
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Timothy T. Sallee
By the Numbers
  • Total Assets Under Management
    12,827
    MILLIONS
  • Total Number of Accounts
    52,309
    ACCOUNTS
  • Average Account Value
    $245,214
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, VT, WA, WI, WV, WY

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

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