Kevin Timmerman
About Kevin Timmerman
Kevin Timmerman serves as a Partner and Managing Director at Creative Planning Inc., a position he has held since 2017. He previously worked as President at Steele Capital Management, Inc. for 23 years and has received multiple recognitions for his contributions to the financial advisory field.
Work at Creative Planning
Kevin Timmerman has served as Partner and Managing Director at Creative Planning Inc. since 2017. In this role, he oversees various aspects of the firm's operations and client relations. His leadership contributes to the firm's reputation in the financial advisory sector. Timmerman's extensive experience in finance and management supports Creative Planning's mission to provide comprehensive financial planning services.
Previous Experience at Steele Capital Management
Before joining Creative Planning, Kevin Timmerman held the position of President at Steele Capital Management, Inc. from 1994 to 2017. During his 23 years at Steele Capital, he played a crucial role in shaping the firm's investment strategies and client services. His long tenure at Steele Capital reflects his deep expertise in financial management and advisory.
Education and Expertise
Kevin Timmerman earned a Bachelor of Business Administration (B.B.A.) in Finance with High Distinction from The University of Iowa Tippie College of Business, studying from 1987 to 1991. He furthered his education by obtaining a Juris Doctor (JD) from the University of Iowa College of Law, where he studied from 1991 to 1994. His academic background in finance and law provides a strong foundation for his work in financial advisory.
Media Appearances
Kevin Timmerman has made multiple guest appearances on CNBC’s 'On The Money.' These appearances highlight his insights and expertise in financial matters, contributing to his visibility in the financial advisory community. His participation in media outlets underscores his role as a knowledgeable figure in the industry.
Recognitions and Awards
Kevin Timmerman has been recognized by Barron’s eleven times as one of the Top 100 Independent Advisors in the country. He has also been featured in the Wall Street Journal and was inducted into Barron’s Advisor Hall of Fame. These accolades reflect his significant contributions to the field of financial advisory and his standing among peers.