AdvisorOS Directory
Claim Profile
Unclaimed Profile
JT

John Tinsman

AOT INVEST LLC·DAVENPORT, Iowa
SIE, Series 57, Series 65Clean record4 years registeredAOT INVEST LLC
3541 E KIMBERLY RD, DAVENPORT, IA 52807CRD# 6704254Firm CRD# 319016

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Tinsman · DAVENPORT, IA
Registration
CRD #6704254 · AOT INVEST LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

AOT INVEST LLC
May 2022 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 57
Series 65
Registration record
First registered · May 24, 2022
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AOT INVEST LLC
CRD 319016 · SEC 801-124742
AUM
$32M
Regulatory assets under management
Employees
1
1 client accounts
Services offered by AOT INVEST LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at AOT INVEST LLC →
Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DAVENPORT?

Browse all registered financial advisors in DAVENPORT, Iowa or claim this profile if it's yours.

Browse DAVENPORT AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does John Tinsman offer?
John Tinsman specializes in Investment Management. Contact their office in DAVENPORT, Iowa for a consultation.
What are John Tinsman's credentials?
John Tinsman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Tinsman located?
John Tinsman is based in DAVENPORT, Iowa, working with AOT INVEST LLC. Their office serves clients in the DAVENPORT metropolitan area and surrounding communities.
How does John Tinsman charge for services?
John Tinsman's firm is compensated through percentage of aum, other: as sponsor, will share in etf profits after expenses. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AOT INVEST LLC?
AOT INVEST LLC has approximately 1 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in DAVENPORT, Iowa

Dean Allen Rock
MATHESON & ROCK WEALTH MANAGEMENT, LLC·DAVENPORT, IA
Mark Marion Grywacheski
QUAD-CITIES INVESTMENT GROUP, LLC·DAVENPORT, IA
Ross Curran Stanforth
INVESTMENT CONSULTING GROUP INC·DAVENPORT, IA
Donald Ray Stanforth
INVESTMENT CONSULTING GROUP INC·DAVENPORT, IA
Nathan David Westcomb
AUSDAL FINANCIAL PARTNERS, INC.·DAVENPORT, IA
Kerry John Beyer
BEYER & ROCK ADVISORY GROUP, LLC·DAVENPORT, IA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Iowa
WEST DES MOINES (96)DES MOINES (87)CEDAR RAPIDS (60)DUBUQUE (46)FAIRFIELD (27)URBANDALE (12)WATERLOO (10)CLIVE (9)WAVERLY (9)AMES (8)
City Guides
WEST DES MOINES GuideDES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
Request removal of this profile