Loyd Alan Timmons
Investment Adviser Representative at Asset Management Strategies, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Loyd Alan Timmons is an investment adviser representative with Asset Management Strategies, Inc. in Frankfort, IN, where they have been registered since 2017. They have worked in the securities industry since 2010 and have been registered with 4 firms, including LPL Financial LLC and Center for Wealth Planning Advisors, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 52 (municipal securities representative). They are registered to provide investment advice in Indiana.
Registrations & licenses
- Investment adviser:
- Indiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL Financial, LLCJul 2016 – Aug 2017Frankfort, IN
- Center for Wealth Planning Advisors, Inc.Jul 2016 – Aug 2017Frankfort, IN
- Center for Wealth PlanningFeb 2017 – Aug 2017Frankfort, IN
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Asset Management Strategies, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management, financial planning, retirement planning, 401k and IRA optimization, IRA rollovers, estate planning and wealth transfer, college funding, financial protection against disasters/recessions/inflation, tax minimization, advanced tax strategies, tax planning, and tax preparation.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Indianapolis, IN
- Founded:
- 1985
- SEC file number:
- 801-108628
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Asset Management Strategies, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Loyd Alan Timmons has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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