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Lisa Marie Timmer

Wells Fargo Clearing Services, LLC

Holland, MI

Hudsonville, MI

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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-02-07
MI RA APPROVED 2018-08-31
  • TX RA
    APPROVED
    Since 2020-02-07
  • MI RA
    APPROVED
    Since 2018-08-31

Branch Locations

321 Settlers Rd Ste 110, Holland, MI 49423 • United States

Hudsonville, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chemical Bank Byron Center MI 01/2011 08/2018
Cetera Investment Services Llc St. Cloud MN 01/2011 08/2018
Cetera Investment Advisers Llc Byron Center MI 01/2014 08/2018
Wells Fargo Clearing Services Llc Holland MI 08/2018 Present
Previous Registrations
  • 2014-01-21 → 2018-08-31
    Cetera Investment Advisers Llc
    Byron Center, MI
    Holland, MI
    Byron Center, MI
  • 2011-01-21 → 2014-01-21
    Cetera Investment Services Llc
    Hudsonville, MI
    Byron Center, MI
    Holland, MI
    Byron Center, MI
  • 2010-10-21 → 2011-01-03
    Cetera Investment Services Llc
    Hudsonville, MI
    Hudsonville, MI
    Hudsonville, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-07-31
S63 Uniform Securities Agent State Law Examination 2001-03-29
  • S65 Uniform Investment Adviser Law Examination
    2003-07-31
  • S63 Uniform Securities Agent State Law Examination
    2001-03-29
Designations
Other Names
  • Lisa M Timmer

View on SEC IAPD

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MICHAEL JON NAGELVOORT
Joseph Alan Meckley
Steve Lee Townsend
Kurtis L Kamminga
Jeremy A. Kessler
Richard E Vesnic
NATHAN RYAN LAPHAM
SCOTT JAMES REED

Other Offices

LPL FINANCIAL LLC · HOLLAND, MI
EDWARD JONES · HOLLAND, MI
CHARLES SCHWAB & CO., INC. · Holland, MI
J.P. MORGAN SECURITIES LLC · HOLLAND, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Holland, MI
GASAWAY INVESTMENT ADVISORS, INC. · ZEELAND, MI
ADVISORY ALPHA, LLC · HOLLAND, MI
WEST MICHIGAN ADVISORS · HOLLAND, MI

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