Timothy Penner
Timothy Penner is a registered investment advisor at LPL Financial LLC, based in Wichita, KS, with 20 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
301 N. Main Suite 1700, Wichita, KS, 67202
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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 investment-related businesses, including AGH Wealth Advisors, AGH Wealth Management, AGH Employer Solutions, and Insight Wealth Strategies, LLC. He also sells life, disability, and long-term care insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
Agh Wealth Advisors, LLC
Previous Registrations
LPL Financial LLC
Advisors Asset Management, INC.
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
State Registrations17 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.