Timothy Thomas Sallee

Employer firm

Independent Advisor Alliance, LLC CRD 168267

$17.2B regulatory AUM 533 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → Present
  Lpl Financial, Llc
  Springfield, MO
• 12/2015 → 08/2018
  Resources Investment Advisors, Inc.
  Leawood, KS
• 02/2017 → 04/2019
  Independent Financial Partners
  Springfield, MO
• 04/2019 → Present
  Independent Advisor Alliance, Llc
  Springfield, MO

Previous Registrations

• 2017-02-24 → 2019-04-25
  Independent Financial Partners
  Springfield, MO
  Springfield, MO
• 2016-07-15 → 2017-05-19
  Onedigital
  Springfield, MO
  Overland Park, KS
• 2004-01-01 → 2015-12-31
  Cetera Advisors Llc
  Westborough, MA
  Overland Park, KS
  Springfield, MO
  Mt. Dora, FL
  Mt. Dora, FL
• 2001-08-08 → 2004-01-01
  Ifg Advisory Services Inc
  Mt Dora, FL

Other Businesses

1. 12/17/2015 - various fixed (non-variable) insurance policies and annuities/ Non-Variable Insurance/ 10%/ SPRINGFIELD, MO 2. 5/28/2019 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 04/24/2019 - 80 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 5/28/2019. I expect to spend approximately 80 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 12/2/2019 - Blackbridge Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/10/2019 - 160 Hours Per Month/120 Hours During Securities Trading. 4. 12/5/2019 - Independent Advisor Alliance - DBA: (Hybrid) Blackbridge Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 04/25/2019 - 160 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 12/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 07/05/2024 - Tim Sallee LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2022 - 86 Hours Per Month/ 4 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-13
• S63 Uniform Securities Agent State Law Examination
  1991-02-21

Designations

• Certified Financial Planner