Timothy Andrew Westra

Employer firm

Mcdonald Partners LLC CRD 135414

$1.28B regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2016 → 07/2017
  Jason Ryan Insurance Agency
  North Muskegon, MI
• 02/2016 → 07/2017
  State Farm Vp Management Corp
  North Muskegon, MI
• 07/2017 → 12/2017
  State Farm Insurance
  Conway, SC
• 12/2017 → 01/2019
  Andrew Westra Insurance Agency
  Conway, SC
• 10/2018 → 01/2019
  State Farm Vp Management Corp.
  Conway, SC
• 01/2019 → 10/2019
  Robert Half International
  Grand Rapids, MI
• 10/2019 → 04/2024
  Westra Insurance Group, Llc
  Muskegon, MI
• 10/2022 → 04/2024
  Glp & Associates, Inc.
  Farmington, MI
• 12/2022 → 04/2024
  Glp Investment Services, Llc
  Farmington, MI
• 05/2023 → 04/2024
  Asset Allocation Strategies, Llc
  Farmington, MI
• 04/2024 → 11/2024
  Pruco Securities, Llc
  Grand Rapids, MI
• 04/2024 → 12/2024
  The Prudential Insurance Company Of America
  Grand Rapids, MI
• 11/2024 → 12/2024
  Lpl Enterprise, Llc
  Muskegon, MI
• 08/2026 → Present
  Mcdonald Partners Llc
  Cleveland, OH
• 01/2025 → 07/2026
  The Connable Office, A Cresset Company
  Kalamazoo, MI

Previous Registrations

• 2024-11-14 → 2025-04-03
  Lpl Enterprise, Llc
  Troy, MI
  Muskegon, MI
• 2024-04-22 → 2024-11-14
  Pruco Securities, Llc.
  Grand Rapids, MI
  Troy, MI
  Muskegon, MI
• 2023-05-17 → 2024-04-17
  Asset Allocation Strategies, Llc
  Muskegon, MI
  Farmington, MI

Other Businesses

10/24/2024 - Westra Holding LLC - Leased office space to operating company, single location - Real Estate Rental - Inv Related - At MUSKEGON, MI - Start Date 01/24/2023 - 5hrs/mth - 0hrs/mth During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-13
• S63 Uniform Securities Agent State Law Examination
  2023-02-03

Designations

• Certified Financial Planner