Best Investors Account Sign in
Inactive

Joshua Jacob Timmerman

Wealthspire Retirement Advisory

Aliso Viejo, CA

Bethesda, MD

Claim This Profile
Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-07-16
MD RA APPROVED 2025-07-09
  • IN RA
    APPROVED
    Since 2025-07-16
  • MD RA
    APPROVED
    Since 2025-07-09

Branch Locations

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

6903 Rockledge Dr 14Th Floor, Bethesda, MD 20817 • 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
Edward Jones St Louis MO 10/2009 02/2019
American United Life Indianapolis IN 06/2019 01/2025
Oneamerica Securities Indianapolis IN 08/2020 01/2025
Unemployed Sheridan IN 03/2019 05/2019
Voya Financial Partners, Llc Indianapolis IN 01/2025 06/2025
Voya Indianapolis IN 01/2025 06/2025
Uber/Lyft Indianapolis IN 01/2025 06/2025
Nfp Retirement, Inc. Aliso Viejo CA 06/2025 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 10/2009 → 02/2019
    Edward Jones
    St Louis, MO
  • 06/2019 → 01/2025
    American United Life
    Indianapolis, IN
  • 08/2020 → 01/2025
    Oneamerica Securities
    Indianapolis, IN
  • 03/2019 → 05/2019
    Unemployed
    Sheridan, IN
  • 01/2025 → 06/2025
    Voya Financial Partners, Llc
    Indianapolis, IN
  • 01/2025 → 06/2025
    Voya
    Indianapolis, IN
  • 01/2025 → 06/2025
    Uber/Lyft
    Indianapolis, IN
  • 06/2025 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-04
  • S66 Uniform Combined State Law Examination
    2011-02-04

View on SEC IAPD

Other Firms

SANCTUARY ADVISORS, LLC
ANCHOR CAPITAL
EDEN FINANCIAL
JG WEALTH MANAGEMENT, LLC
LIFETIME FINANCIAL, INC.
SST BENEFITS CONSULTING
CLARAPHI ADVISORY NETWORK, LLC
PRESTON CAPITAL

Other Investors

LUKE ROY MCKELVY
Jeffrey A Dewees
William A Schellenberg
Jay Tamkoc
ANNA THERESE WALTERS
Eric Alexander Davalos
John Kincannon
GARRETT THOMAS WATERS

Other Offices

SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
ANCHOR CAPITAL · ALISO VIEJO, CA
EDEN FINANCIAL · ALISO VIEJO, CA
JG WEALTH MANAGEMENT, LLC · ALISO VIEJO, CA
LIFETIME FINANCIAL, INC. · Aliso Viejo, CA
SST BENEFITS CONSULTING · ALISO VIEJO, CA
CLARAPHI ADVISORY NETWORK, LLC · ALISO VIEJO, CA

More in Aliso Viejo, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor