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Timothy Mahieu

27 Years of Experience
Cody, WY
1 DisclosureBrokerSells Insurance

Timothy Mahieu is a registered investment advisor at LPL Financial LLC, based in Cody, WY, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

1438 Sheridan Ave, Suite 101, Cody, WY, 82414

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2002
Settled
Other Business ActivitiesSells Insurance

Timothy is involved in several investment-related businesses, including Integrated Partners, Integrated Financial Partners, Integrated Wealth Concepts, and Absaroka Wealth Management. He dedicates a significant amount of time to these activities, including nearly full-time to Absaroka Wealth Management and about half his time to Integrated Wealth Concepts.

Employment History
Current Registrations
LPL Financial LLC
January 2026 - Present · 4 mos
Integrated Wealth Concepts LLC
August 2021 - Present · 4 yrs 9 mos
LPL Financial LLCBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Level Four Advisory Services
February 2018 - August 2021 · 3 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - March 2017 · 6 yrs 2 mos
Wells Fargo Clearing Services, LLC
January 2011 - March 2017 · 6 yrs 2 mos
Wells Fargo Investments, LLC
April 2010 - January 2011 · 9 mos
Wells Fargo Investments, LLCBroker
July 2008 - January 2011 · 2 yrs 6 mos
Raymond James Financial Services, INC.Broker
September 2006 - July 2008 · 1 yr 10 mos
Investment Centers of America, INC.Broker
June 2001 - September 2006 · 5 yrs 3 mos
Edward JonesBroker
October 1999 - June 2000 · 8 mos
E. F. Hutton & Company INCBroker
September 1982 - September 1984 · 2 yrs
State Registrations22 states
AKAZCACODCFLMAMIMOMTNCNENHNVOKSDTNTXUTWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.