Timothy Fitzgerald
Timothy Fitzgerald is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in West Des Moines, IA, with 23 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
4201 Westown Pkwy Ste 330, West Des Moines, IA, 50266
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is involved in several business activities, including FFS, LLC (since 2019), Fitzgerald Tax Services, LLC (since 2016), WDF LLC (since 2019), and Mainstreet Consulting (since 2022) where he works as an insurance agent for about 10-20% of his time. He also works as a continuing education instructor for Community Educators LLC for minimal time and spends nearly full-time on Harvest Point Wealth Management.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Ameritas Investment CORP.Broker
Equitrust Investment Management Services, INC.
Equitrust Marketing Services, LLCBroker
Securities Management & Research, INC.Broker
State Registrations6 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.