Brianne Timmerman
Advisor at LPL Financial
Updated today
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.
Location
Rockwell City, IA 50579
Credentials
Series 63, Series 66
Industry experience
23 years
About
Brianne Timmerman is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at First Community Bank and SWS Financial Services prior to her current roles. Outside of her advisory work, she serves as a softball umpire for junior high and younger girls’ leagues. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines advisory operations with non-advisory product activities such as insurance and annuity sales.
Client services
Based on LPL Financial
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Expertise
Based on LPL Financial
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Location
400 Main Street
Rockwell City, IA 50579
Most active in
Brianne T has reported serving >5 clients in these states in the last 12 months.
Iowa
Work history
First Community Bank
2020 - Present (6 years)
LPL Financial, LLC
2020 - Present (6 years)
SWS Financial Services
2011 - 2019 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Jeffrey N
Series 63
Lake City, IA
Cetera
Jeffrey Nelson is a financial advisor at Cetera with 34 years of industry experience. He holds a Series 63 designation and has worked at Cetera and its affiliate Cetera Wealth Services since 2013, as well as providing financial services at United Bank of Iowa since 2002. Nelson is also a representative involved in selling fixed life insurance and annuities. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of investment management, financial planning, and fiduciary services, combining advisor-managed accounts with model portfolios and third-party solutions.
Todd G
Series 63, Series 65
Lake City, IA
Cetera
Todd Green is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax in various capacities from 2019 to 2025. In addition to his advisory role, Green is the managing member of Green CPA PLLC, a tax and accounting firm serving primarily farming and trucking businesses, and is a partner at TNT LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, supported by a range of advisor-managed accounts, model portfolios, and third-party managed options.
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