Timothy Siefer (CRD# 6101092) is an Investment Advisor Representative working at Lpl Financial LLC in Dodge City, KS and has over 10 years of experience in the finance industry.
CRD# 1675909
Edward Jones
CRD# 862096
Raymond James Financial Services Advisors, Inc.
CRD# 5424114
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Dodge City, KS | Jul 2021 - Current | 2 |
| Siefer & Kelly Management LLC | Dodge City, KS | Jun 2019 - Jul 2021 | 2 |
| Various Insurance Carriers For W&r Insurance Agencies | Bel Aire, KS | May 2014 - Jul 2021 | 7 |
| Waddell & Reed Inc. | Dodge City, KS | Jun 2013 - Jul 2021 | 8 |
| Park & Recreation- Athletics (crusaders) | Wichita, KS | Jul 2016 - Jun 2019 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2014 |
| S63 | Uniform Securities State Law Examination | Mar 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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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
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- 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
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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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