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Timothy Sielschott

22 Years of Experience
Lima, OH
1 DisclosureBrokerSells Insurance

Timothy Sielschott is a registered investment advisor at Gateway Wealth Partners, LLC, based in Lima, OH, with 22 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 7,382 clients with $2.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
104 advisors
Number of Clients
7,382 clients
Average Client Portfolio
$309K average
Assets Under Management
$2.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Annual management fee varies up to 3.00% depending on portfolio size and composition. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1729 Allentown Road, Lima, OH, 45805

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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
January 2008
Denied
Other Business ActivitiesSells Insurance

Timothy owns rental real estate and operates under the DBAs Sielschott Financial Services and First National Financial Services for his LPL business. He also works as an insurance producer for Crump Life Insurance, dedicating a few hours per week, and is a board member for LCC Education Endowment, spending minimal time.

Employment History
Current Registrations
Gateway Wealth Partners, LLC
August 2026 - Present · 2 mos
LPL Financial LLC
July 2018 - Present · 8 yrs 3 mos
LPL Financial LLC
March 2012 - Present · 14 yrs 7 mos
LPL Financial LLCBroker
March 2012 - Present · 14 yrs 7 mos
Previous Registrations
Advisors' Pride INC.
June 2016 - July 2018 · 2 yrs 1 mo
LPL Financial LLC
March 2012 - December 2016 · 4 yrs 9 mos
Edward Jones
January 2007 - March 2012 · 5 yrs 2 mos
Edward JonesBroker
September 2004 - March 2012 · 7 yrs 6 mos
State Registrations14 states
AZCOFLINKYMIMONDNMOHSCTXVAWI
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.
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