Unclaimed
Timothy Fast is a financial advisor with over 30 years of experience in the industry. Timothy holds licenses in Kansas, Missouri, Nebraska, Ohio and Florida. Timothy is affiliated with LPL Financial LLC and has previously worked for firms such as Packerland Brokerage Services, Inc., Waddell & Reed, Inc., and Securities America, Inc. Timothy is committed to providing personalized financial advice to help clients reach their goals. Timothy provides financial planning, portfolio management, and educational seminars. Timothy also offers consulting and other non-discretionary advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
11/14/2022 - Present
LPL Financial LLC (INMAN KS)
KS
02/16/2018 - 11/14/2022
PACKERLAND BROKERAGE SERVICES, INC. (Inman KS)
KS
06/19/2015 - 02/26/2018
WADDELL & REED (HUTCHINSON KS)
KS
12/19/2013 - 07/17/2015
SECURITIES AMERICA, INC. (HUTCHINSON KS)
KS
12/12/2006 - 12/26/2013
LPL FINANCIAL LLC (HUTCHINSON KS)
KS
03/21/2005 - 12/12/2006
INVESTACORP, INC. (HUTCHINSON KS)
KS
04/23/1985 - 03/23/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 01/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/28/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/05/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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