Advisor at LPL Financial
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Firm
LPL Financial
Location
Jefferson, IA 50129
Credentials
CFP®, Series 63, Series 65
Industry experience
28 years
Timothy Heisterkamp is a CFP® professional with 28 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Cambridge Investment Research Advisors and Investment Centers of America, Inc. Outside of his advisory role, he serves as a minister and is involved with a political exploratory committee. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.
Based on LPL Financial
Based on LPL Financial
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
121 E Lincoln Way
Jefferson, IA 50129
Iowa · Texas
LPL Financial
2024 - Present (2 years)
Cambridge Investment Research Advisors
2017 - 2024 (7 years)
Cambridge Investment Research, Inc.
2017 - 2024 (7 years)
Investment Centers of America, Inc.
1997 - 2017 (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 63, Series 66
Jefferson, IA
LPL Financial
Series 66
Jefferson, IA
Principal Asset Management
Series 66
Perry, IA
Edward Jones
Series 63, Series 65
Jefferson, IA
LPL Financial
Series 63, Series 65
Jefferson, IA
LPL Financial
Series 63, Series 66
Waukee, IA
Kestra Advisory
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