John Timmer has been an investment adviser representative at Wealthspan Partners since December 2023, and is not listed among the firm’s executive officers or direct owners. John Timmer holds a Degree in Finance from the University of Illinois-Champaign.
Wealthspan Partners, LLC is a Davenport, IA firm with $451M under management, 526 clients and 5 advisers across 4 offices, as of its March 2026 filing.
John Timmer is Sr. Wealth Partner + Investment Advisor Representative of Wealthspan Partners, LLC. Before joining Timmer And Associates, he worked for KPMG Peat Marwick, where his focus centered on auditing services for real estate and manufacturing clients. He is a licensed public accountant in Illinois and Iowa.
John Timmer’s longest registration was 25 years at Securities America Advisors, Inc. (1998–2023). Before joining Wealthspan Partners in 2023, John Timmer was registered through Securities America Advisors, Inc.
- Securities America Advisors, Inc.– · 25 yearsRock Island, IL · Adviser representative · Firm CRD 110518
Professional designations
Listed by Wealthspan Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
Investment adviser representative registrations
John Timmer is registered as an investment adviser representative in 2 states. Each was approved in December 2023.
- IllinoisSince 18 December 2023
- IowaSince 18 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 31 July 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 September 1994 |
| Series 24 | General Securities Principal Examination | 20 September 1994 |
| Series 7 | General Securities Representative Examination | 29 July 1994 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- John Douglas Timmer
- CRD
- 2507441
- Firm
- Wealthspan Partners · CRD 297712
- Registration
- Investment adviser registration
- In the industry since
- July 1994
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthspanpartners.com
Where does John Timmer work?
John Timmer is an investment adviser representative registered through Wealthspan Partners, LLC since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is John Timmer a financial advisor?
Yes. John Timmer has a current investment-adviser registration in Illinois and Iowa, through Wealthspan Partners since December 2023.
How many years of experience does John Timmer have?
John Timmer has 32 years in the financial industry, since July 1994, across 2 adviser firms.
What exams has John Timmer passed?
John Timmer has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 65 and Series 99TO. The earliest, the Series 7, was passed in July 1994. FINRA credited John Timmer with the SIE, which began in October 2018.
Is John Timmer registered with FINRA?
No. John Timmer has no current broker registration.
Is John Timmer a CFP?
Wealthspan Partners lists John Timmer with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify John Timmer’s record?
Search CRD 2507441 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Timmer’s full registration record.
