John Douglas Timmer

Employer firm

Wealthspan Partners, LLC CRD 297712

$451M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 08/1991 → Present
  Timmer And Associates, Cpa, Pc
  Rock Island, IL
• 11/1997 → 12/2023
  Securities America, Inc.
  Rock Island, IL
• 11/1997 → 12/2023
  Securities America Advisors, Inc.
  Rock Island, IL
• 12/2023 → Present
  Wealthspan Partners, Llc
  Rock Island, IL
• 12/2023 → Present
  Wealthspan Partners, Llc
  Davenport, IA

Previous Registrations

• 1998-06-30 → 2023-12-21
  Securities America Advisors, Inc.
  Rock Island, IL

Other Businesses

TIMMER AND ASSOCIATES, CPA, PC POSITION: CPA/President NATURE: CPA Firm INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2009 ADDRESS: 4480 48th Avenue Court, Suite 3, Rock Island IL 61201 DESCRIPTION: CPA President AMERICAN BANK & TRUST POSITION: Board Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2012 ADDRESS: 4301 East 53rd Street, Davenport IA 52807 DESCRIPTION: Board of Directors Chairman of Holding Company REAL ESTATE INVESTMENT/RENTAL POSITION: Owner NATURE: Real Estate Investment/Ownership INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1993 ADDRESS: 4480 48th Ave Ct, Ste 3, Rock Island IL 61201, United States DESCRIPTION: Real Estate Investment/Ownership that consists of single family and multi family residential properties as well as commercial office, restaurant and retail properties.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-31
• S63 Uniform Securities Agent State Law Examination
  1994-09-20

Designations

• Certified Financial Planner