Tim Heiser is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fort Scott, KS, 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
202 East 23rd Street, Fort Scott, KS, 66701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Tim is involved in tax preparation/accounting through Tim R. Heiser, CPA, P.A., and owns 23rd Street Properties LLC. He also operates Heiser Financial Services as a DBA for his LPL business and serves as a notary, dedicating minimal time to these last two activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations13 states
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