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Timothy Sielschott

21 Years of Experience
Lima, OH
1 DisclosureBrokerSells Insurance

Timothy Sielschott is a registered investment advisor at LPL Financial LLC, based in Lima, OH, with 21 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

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
LPL Financial LLC
July 2018 - Present · 7 yrs 10 mos
LPL Financial LLC
March 2012 - Present · 14 yrs 2 mos
LPL Financial LLCBroker
March 2012 - Present · 14 yrs 2 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.