MT
MT

Mark Timko

23 Years of Experience
Waynesville, MO
BrokerSells Insurance

Mark Timko is a registered investment advisor at LPL Financial LLC, based in Waynesville, MO, 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
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.

Loading...

Location

107 Ichord Ave, Waynesville, MO, 65583

Get directions

History

Regulatory History
Clean regulatory record

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

Mark operates under the DBA Timko Financial, engaging in insurance sales. He also works as an insurance agent selling whole and term life insurance, dedicating about 10-20% of his time to these activities.

Employment History
Current Registrations
LPL Financial LLCBroker
March 2025 - Present · 1 yr 4 mos
LPL Financial LLC
March 2025 - Present · 1 yr 4 mos
Previous Registrations
The Investment Center, INC.Broker
January 2024 - March 2025 · 1 yr 2 mos
Ic Advisory Services, INC.
January 2024 - March 2025 · 1 yr 2 mos
First Command Advisory Services
December 2015 - October 2023 · 7 yrs 10 mos
First Command Financial Planning, INC.
September 2005 - December 2015 · 10 yrs 3 mos
First Command Bank
January 2005 - September 2005 · 8 mos
First Command Brokerage Services, INC.Broker
June 2002 - October 2023 · 21 yrs 4 mos
State Registrations3 states
MOSCTX
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.