Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
24 years
Location
Rockwell City, IA 50579
LPL Financial
Institution
Brianne Timmerman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with First Community Bank since 2020 and was previously with SWS Financial Services from 2011 to 2019. Outside of her advisory role, she serves as a softball umpire for junior high and younger girls. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party research, and technology-driven approaches across discretionary and non-discretionary management strategies.
Based on LPL Financial
Flat fees negotiated between IAR and client for financial planning and consulting services.
Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.
Hourly fees up to $500 per hour for financial planning and consulting services.
Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.
Rockwell City, IA
400 Main Street
Rockwell City IA 50579
Advisors at this office
1
Iowa
24 years of industry experience
First Community Bank
2020 - Present • 6 years
Rockwell City, IA
LPL Financial, LLC
2020 - Present • 6 years
Rockwell City, IA
SWS Financial Services
2011 - 2019 • 8 years
Storm Lake, IA
Edward Jones
2007 - 2011 • 4 years
Storm Lake, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63
Lake City, IA
Cetera
Jeffrey Nelson is a financial advisor with Cetera who holds a Series 63 designation and has 35 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2013 and United Bank of Iowa since 2002, where he provides financial services to bank clients. Nelson also sells fixed life and annuities as part of his other business activities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and advisory services through a multi-manager platform with access to both affiliated and third-party money managers.
Series 65, Series 63
Lake City, IA
Cetera
Todd Green is a financial advisor with Cetera Wealth Services, LLC, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Cetera in 2025, he worked at various Avantax entities from 2019 to 2025. Green is also the managing member of Green CPA PLLC, a tax and accounting firm serving farming and trucking businesses, as well as clients nearing retirement. Cetera Investment Advisers LLC is an SEC-registered firm that provides investment advisory services through a nationwide network of independent advisors, serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing multi-manager platforms and various program structures.
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