Timothy Niebel is a registered investment advisor at LPL Financial LLC, based in Lima, OH, with 28 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
2857 Blue Jacket Court, Lima, OH, 45806
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2005Other Business Activities
Timothy operates Superior Wealth Management as a DBA for his LPL business, dedicating minimal time. He also provides mortgage/real estate services through Superior Plus Realtors, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations30 states
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
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