DFX Intelligence

Data Factory

RIA / WealthAdvisor19 years in industry

Loyd Alan Timmons

Advisor at ASSET MANAGEMENT STRATEGIES, INC.

Frankfort, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e3de795c-aace-464d-0091-26fde0faccf2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 14, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ASSET MANAGEMENT STRATEGIES, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 14, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 23, 2012
First registration: Jun 14, 2007
Dual registered: no
Other names: Alan Timmons
IAPD individual key: 5310468

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ASSET MANAGEMENT STRATEGIES, INC.	Independent wealth	Aug 12, 2017	n/a	yes	Frankfort, IN	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 28, 2017	Aug 10, 2017	no	Frankfort, IN\|TROY, MI\|FRANKFORT, IN\|FRANKFORT, IN\|FRANKFORT, IN	Previous registration
CENTER FOR WEALTH PLANNING ADVISORS, INC	Former SEC adviser	Jul 27, 2016	Jun 28, 2017	no	Frankfort, IN	Previous registration
EDWARD JONES	National bd RIA	May 22, 2012	Jul 28, 2016	no	ST LOUIS, MO\|FRANKFORT, IN\|FRANKFORT, IN	Previous registration
EDWARD JONES	National bd RIA	Jun 14, 2007	Jan 2, 2009	no	ST LOUIS, MO\|WEST LAFAYETTE, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	ASSET MANAGEMENT STRATEGIES, INC.	Aug 10, 2017	Aug 12, 2017	2	Firm change	Other
CENTER FOR WEALTH PLANNING ADVISORS, INC	LPL FINANCIAL LLC	Jun 28, 2017	Jun 28, 2017	0	Firm change	Other
EDWARD JONES	CENTER FOR WEALTH PLANNING ADVISORS, INC	Jul 28, 2016	Jul 27, 2016	-1	Firm change	Other

Relationships

Registered with (4)

→ ASSET MANAGEMENT STRATEGIES, INC.Registered adviserregistration: current employment
Aug 12, 2017 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 28, 2017 to Aug 10, 2017factForm ADV
→ CENTER FOR WEALTH PLANNING ADVISORS, INCRegistered adviserregistration: previous registration
Jul 27, 2016 to Jun 28, 2017factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
May 22, 2012 to Jul 28, 2016factForm ADV

Dated events

No dated event names this entity yet.