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Rebecca Lynne Timmerman

Advisor at Benjamin F. Edwards & Company, Inc. — Salem, IL

Updated today

Credentials

Series 63, Series 65

Experience

44 years

Location

Salem, IL 62881

Benjamin F. Edwards & Company, Inc. logo

Benjamin F. Edwards & Company, Inc.

Enterprise

Total advisors

515

Across 151 offices

Clients per advisor

63 Typical

Avg AUM per client

$553,528 Typical

HNW client ratio

1% Very Low

About

Rebecca Timmerman is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 63 and Series 65 licenses and has 44 years of industry experience. Her prior work includes nearly two decades at Raymond James Financial and Raymond James Financial Services, Inc. Outside of advising, she is involved in real estate development through a partnership in Coventry Crossing LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and consulting services through discretionary and non-discretionary wrap programs that incorporate proprietary and third-party managed strategies.

Client services

Based on Benjamin F. Edwards & Company, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Benjamin F. Edwards & Company, Inc.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Benjamin F. Edwards & Company, Inc.

Executive Founder/Business Owner

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Fee options

Fixed

Financial Planning typically charged as a flat fee; minimum $125 annual fee for advisory accounts.

Percentage

$0 - $250,000: 1.50% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75% $0 - $250,000: 2.00% (Client Portfolios) $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001+: 0.65% $0 - $250,000: 2.25% (Private Portfolios) $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 0.85% $5,000,001+: 0.75% $0 - $100,000: 1.25% (BFE Models) $100,001 - $350,000: 1.00% $350,001+: 0.75% $0 - $500,000: 2.75% Equity in Separately Managed Portfolios $500,001 - $1,000,000: 2.25% Equity in Separately Managed Portfolios $1,000,001 - $2,500,000: 1.75% Equity in Separately Managed Portfolios $2,500,001+: 1.25% Equity in Separately Managed Portfolios $0 - $500,000: 1.25% Fixed Income in Separately Managed Portfolios $500,001 - $1,000,000: 1.15% Fixed Income in Separately Managed Portfolios $1,000,001 - $2,500,000: 1.00% Fixed Income in Separately Managed Portfolios $2,500,001+: 0.85% Fixed Income in Separately Managed Portfolios $0 - $500,000: 2.25% (Unified Managed Account) $500,001 - $1,000,000: 1.75% (UMA) $1,000,001 - $2,500,000: 1.25% (UMA) $2,500,001+: 1.00% (UMA) plus asset manager fee 0.00%-0.50%

Project-based

Financial planning fees may be negotiated, flat fees; other consulting fees negotiable and may include hourly arrangements.

Other

Account minimum: $5,000 (varies by strategy; see details below) Minimum fee: Minimum annual fee of $125 applies to all investment advisory accounts. Fee-only: Financial Planning services charged as negotiable flat fees; Retirement Plan Consulting, Investment Management Consulting (without Execution), and Plan Participant Consulting fees are negotiable and hourly or fixed fees may apply.

Location

See office

Salem, IL

217 West Main Street

Salem IL 62881

Advisors at this office

3

Most active in

Illinois · Texas

Work history

44 years of industry experience

Benjamin F. Edwards & Co.

2018 - Present • 8 years

Salem, IL

Raymond James Financial

2009 - 2018 • 9 years

Salem, IL

Raymond james Financial Services, Inc

2002 - 2018 • 16 years

Salem, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John Y

Series 65

Centralia, IL

Terrapene Capital

John Yardley is a financial advisor at Terrapene Capital with a Series 65 designation and no prior industry experience. His professional background includes roles at Yardley Heating and Cooling, Yardley Property, and John's Repairs. Terrapene Capital is a state-registered investment adviser that provides quantitative portfolio management to individuals and institutions via a private pooled vehicle and separately managed accounts. The firm employs machine-learning and quantitative long/short equity models with discretionary risk oversight and serves a small client base including accredited and institutional investors.

Active portfolio management Factor investing / smart beta Options & derivatives strategies Self-Employed
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Madeline S

CFP®

Centralia, IL

Plancorp, LLC

Madeline Shores is a CFP® professional with experience at Plancorp, LLC and Hoyt Advisors PC. She has worked in accounting and advisory roles at BKD CPAs & Advisors and Kemper CPA Group, and also has a background that includes teaching at Southeast Missouri State University. Outside of financial services, she was involved with Hair of the Dog Centralia LLC. Plancorp serves individuals, business owners, trustees, and organizations by providing wealth management, financial planning, pension consulting, and tax preparation services. The firm’s investment approach utilizes Modern Portfolio Theory and documented Investment Policy Statements, offering both discretionary and non-discretionary management with a focus on fiduciary standards and tax-aware strategies.

Tax-loss harvesting Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Executive
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Lea A

Series 66

Salem, IL

Benjamin F. Edwards & Company, Inc.

Lea Ashby is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. She holds the Series 66 designation and has worked at Benjamin F. Edwards since 2018, following 16 years at Raymond James Financial Services, Inc. Ashby is involved with the USDA CRP Tree Program in Salem, Illinois. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management with a range of managed strategies and operates both internal trading desks and external custodial arrangements.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Christopher K

Series 65, Series 66, Series 63

Centralia, IL

Centaurus Financial, Inc.

Christopher Krupp is a financial advisor at Centaurus Financial, Inc. with 10 years of industry experience. He holds Series 65, Series 66, and Series 63 designations. Prior to joining Centaurus Financial in 2017, he worked at Novipax and has held a position at DICK's Sporting Goods since 2016. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Nicholas H

Series 65, Series 63

Salem, IL

Benjamin F. Edwards & Company, Inc.

Nicholas Harris is a financial advisor at Benjamin F. Edwards & Company, Inc. with eight years of industry experience. He holds the Series 65 and Series 63 credentials. Prior to joining Benjamin F. Edwards & Co. in 2018, Harris worked at Raymond James Financial Services in various roles from 2016 to 2018. Benjamin F. Edwards & Company is an SEC-registered adviser and broker-dealer serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of fee-based wrap programs, financial planning, retirement consulting, and investment management services, utilizing both in-house and third-party managers.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Travis E

Series 63, Series 65

Centralia, IL

Money Concepts Capital Corp

Travis Etheridge is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Nationwide Financial and currently owns several businesses including The Insurance Alliance, an insurance agency, and Hank's Lounge, a video gaming parlor in Centralia, IL. He is also involved in technology and virtual employee services through NexAgency and Casridge LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment approaches, including model portfolios and third-party sub-advisers, serving approximately 14,700 clients with around $3.33 billion in assets under management.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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