Nick Timmerman

Nick Timmerman Email and Phone Number

Paraplanner at Creative Planning LLC @ Creative Planning
Nick Timmerman's Location
Kansas City Metropolitan Area, United States, United States
Nick Timmerman's Contact Details

Nick Timmerman work email

Nick Timmerman personal email

n/a
About Nick Timmerman

Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management.

Nick Timmerman's Current Company Details
Creative Planning

Creative Planning

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Paraplanner at Creative Planning LLC
Nick Timmerman Work Experience Details
  • Creative Planning
    Paraplanner
    Creative Planning Jun 2023 - Present
    Overland Park, Kansas, Us
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  • Charles Schwab
    Registered Investment Advisor Intern
    Charles Schwab Jun 2022 - Jul 2022
    Westlake, Texas, Us
    • Researched and provided recommendations to Schwab Advisor Services senior leadership about the Turnkey Asset Management Programs (TAMPs) population and their custodial needs • Advanced professional development through weekly portfolio strategy sessions and soft skill training • Marketed, strategized, and planned for the launch of RIAConnect® Talent Advantage• Engaged in the Schwab Advisor relationship through virtual and in-person RIA firm visits
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  • Cottingham & Butler
    Sales Intern
    Cottingham & Butler May 2021 - Jul 2021
    Dubuque, Iowa, Us
    • Conducted 2,500+ cold calls to trucking insurance prospects to assist senior executives • Independently produced over $1.5 million in potential revenue for the company• Traveled with company directors to client and prospect meetings in Miami, FL, and Chicago, IL
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Nick Timmerman Education Details

  • University Of Iowa
    University Of Iowa
    Finance

Frequently Asked Questions about Nick Timmerman

What company does Nick Timmerman work for?

Nick Timmerman works for Creative Planning

What is Nick Timmerman's role at the current company?

Nick Timmerman's current role is Paraplanner at Creative Planning LLC.

What is Nick Timmerman's email address?

Nick Timmerman's email address is ni****@****wab.com

What schools did Nick Timmerman attend?

Nick Timmerman attended University Of Iowa.

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