TK
TK

Timothy Kamin

29 Years of Experience
St Charles, IL
1 DisclosureBroker

Timothy Kamin is a registered investment advisor at LPL Financial LLC, based in St Charles, IL, with 29 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

St Charles, IL

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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
February 2018
Settled
Other Business Activities

Timothy is associated with Joint Impact, LLC, a business entity for tax/investment purposes since 2019. He also uses the DBA Joint Impact Wealth Partners for his LPL business.

Employment History
Current Registrations
LPL Financial LLC
July 2021 - Present · 4 yrs 10 mos
LPL Financial LLCBroker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Waddell & Reed
June 1997 - July 2021 · 24 yrs 1 mo
Waddell & ReedBroker
August 1996 - July 2021 · 24 yrs 11 mos
State Registrations12 states
AZCOFLIAILINNCNENVTXVAWI
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.
Timothy Kamin - Financial Advisor | TrueAdvisor