Timothy Blattner is a registered investment advisor at LPL Financial LLC, based in Denmark, WI, 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
620 Green Bay Rd., Denmark, WI, 54208
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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 Activities
Timothy operates under the DBA Gateway Financial Partners for his LPL business since 2022. This activity requires minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Packerland Brokerage Services, INC.Broker
Chase Investment Services CORP.Broker
Woodbury Financial Services, INC.Broker
American General Securities IncorporatedBroker
American General Securities IncorporatedBroker
Edward JonesBroker
State Registrations9 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.