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Current Employers
Asset Management Strategies, Inc.

450 E. 96Th Street Suite 500, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2017-08-12
  • IN RA
    APPROVED
    Since 2017-08-12

Branch Locations

Frankfort, IN • 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
Lpl Financial, Llc Frankfort IN 07/2016 08/2017
Center For Wealth Planning Advisors, Inc. Frankfort IN 07/2016 08/2017
Center For Wealth Planning Frankfort IN 02/2017 08/2017
  • 07/2016 → 08/2017
    Frankfort, IN
  • 07/2016 → 08/2017
    Center For Wealth Planning Advisors, Inc.
    Frankfort, IN
  • 02/2017 → 08/2017
    Center For Wealth Planning
    Frankfort, IN
Previous Registrations
  • 2017-06-28 → 2017-08-10
    Frankfort, IN
    Troy, MI
    Frankfort, IN
    Frankfort, IN
    Frankfort, IN
  • 2016-07-27 → 2017-06-28
    Center For Wealth Planning Advisors, Inc
    Frankfort, IN
  • 2012-05-22 → 2016-07-28
    St Louis, MO
    Frankfort, IN
    Frankfort, IN
  • 2007-06-14 → 2009-01-02
    St Louis, MO
    West Lafayette, IN
Other Businesses

1) 2/21/2017 - Timmons Financial Services - Investment Related - At Reported Business Location(s) - DBA for sole proprietorship Started 02/17/2017 - 160 Hours Per Month During Securities Trading. Dealing with annuity and health insurance business. 2) 3/6/2017 - Central Indiana Wealth Advisors - Investment Related - At Reported Business Location(s) - Started 03/01/2017 - 8 Hours Per Month/0 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-23
  • S66 Uniform Combined State Law Examination
    2012-03-23
Other Names
  • Alan Timmons

View on SEC IAPD

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