Tim Heiser (CRD# 3107749) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Scott, KS and has over 25 years of experience in the finance industry. Tim Heiser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4409277
Edward Jones
CRD# 6035230
Creativeone Wealth, LLC
CRD# 6369751
Cwm, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Fort Scott, KS | Jul 2021 - Current | 2 |
| 23rd Street Properties, LLC | Fort Scott, KS | Feb 2007 - Jul 2021 | 14 |
| Various Insurance Carriers | Ft Scott, KS | Nov 1998 - Jul 2021 | 22 |
| Waddell & Reed, Inc. | Fort Scott, KS | Aug 1998 - Jul 2021 | 22 |
| Tim R Heiser, Cpa, P.a. | Fort Scott, KS | Apr 1993 - Jul 2021 | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 1998 |
- KS
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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