Best Investors Account Sign in
Inactive

Nicholas James Timmerman

Creative Planning

Overland Park, KS

Coralville, IA

Claim This Profile
Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-06-17
  • IA RA
    APPROVED
    Since 2025-06-17

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • United States

2451 Oakdale Boulevard Suite 203, Coralville, IA 52241 • 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
Charles Schwab Westlake TX 06/2022 07/2022
Cottingham & Butler Dubuque IA 05/2021 07/2021
University Of Iowa Iowa City IA 08/2019 05/2023
Dubuque Senior High School Dubuque IA 08/2015 05/2019
Creative Planning, Llc Overland Park KS 06/2023 Present
  • 06/2022 → 07/2022
    Charles Schwab
    Westlake, TX
  • 05/2021 → 07/2021
    Cottingham & Butler
    Dubuque, IA
  • 08/2019 → 05/2023
    University Of Iowa
    Iowa City, IA
  • 08/2015 → 05/2019
    Dubuque Senior High School
    Dubuque, IA
  • 06/2023 → Present
    Creative Planning, Llc
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-10
  • S65 Uniform Investment Adviser Law Examination
    2023-08-10

View on SEC IAPD

Other Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH
MARINER
PCG WEALTH MANAGEMENT
MARINER ADVISOR NETWORK
ASPEN PRIVATE CREDIT MANAGER, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER
LISA BRINIG
KATRINA DELORES RADENBERG
JAMES KENNETH VIERS
DEANN MICHELE ELMORE
BRETT CHRISTOPHER KUNSHEK

Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor