about - The Tymesen Financial Group of Wells Fargo Advisors - Coeur D'Alene, ID

Jan Tymesen, CFP, AAMS, RICP

Senior Financial Advisor
Senior Vice President - Investments

Phone: 208.666.4514

Email: jan.tymesen@wellsfargo.com

Focus

As a CERTIFIED FINANCIAL PLANNER™ practitioner I deliver a full range of financial strategies tailored to your circumstances. Making sure your concerns are addressed and goals achieved takes careful planning. Typically I work with clients who struggle with the complexity of retirement decisions. I help them gain confidence using our Envision^® Planning tool as we build long term relationships based on mutual trust and respect.

Background and experience

My experience with Wells Fargo & Company dates back to 1993 starting as a Personal Banker. I hold a B.S. degree in Economics from the University of Utah. I have also earned the CERTIFIED FINANCIAL PLANNER™ (CFP^®) designation from the College for Financial Planning, as wells as the Retirement Income Certified Professional (sm) (RICP^®) designation from The American College. I am honored that I have been recognized on the 2021 list of Best-in-State Wealth Advisors by Forbes. As a client you can be assured of receiving the highest level of ethical and professional behavior as I develop and implement a customized plan for your unique situation. Such planning is not a single event – it is a process. As your life circumstances change, so must the strategies I use to help you stay on course.

Away from the office

Community service is part of my life and I've been privileged to be involved with many great organizations. On a personal note I enjoy spending time in the great outdoors of North Idaho; golfing, hiking, biking, and any activity that involves being on the water. Gourmet cooking allows me the pleasure of focusing on my creative side. My husband Troy and I have called North Idaho our home for over thirty years and we are blessed with three adult children, four grandchildren and a variety of grand pets.

Julia Keltz, RICP

Financial Advisor
Assistant Vice President – Investments

Phone: 208.666.4518

Email: Julia.I.Keltz@wellsfargo.com

Focus

As a Financial Advisor my first priority is to understand you, your challenges and priorities. With that knowledge I am committed to providing sound financial advice, always striving to build long-term relationships based on mutual trust and respect.

The focus of my practice is to motivate and guide my clients through retirement planning, difficult life transitions and change.

Background and experience

My financial services career began in 2001 as a Financial Associate, obtaining my Series 7 Securities registration in 2004, 66 registration in 2008. In 2007 I had the opportunity to join the Wells Fargo Advisors team in Coeur d’Alene, Idaho as a Senior Registered Client Associate and obtained my Supervisory 9 and 10 registrations in 2012. I have also obtained my insurance license for life insurance and annuities.

As a client, you can be assured that I am committed to providing the highest level of professional behavior, as we work together to implement an investment strategy that is diversified, tailored, and helps you stay on track toward meeting your life goals. Such planning is not a single event but an ongoing process. As your life circumstances change, so must the strategies I use to help you stay on course.

Away from the office

As a cancer survivor, I am thankful for every day and passionate about sharing my story in hopes of helping others with theirs. My husband Eric and I enjoy working on home projects, singing together, road trips and a good belly laugh. We have four beautiful children, seven adorable grandchildren, and an array of dogs and turtles.