Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy James Heisterkamp is a financial advisor with over 25 years of experience in the financial industry. Timothy is a registered representative with LPL Financial LLC and holds both Series 7 and Series 63 licenses. He is also a Certified Financial Planner and holds a Series 65 license. Timothy has previously worked with Cambridge Investment Research, Inc., and Investment Centers of America, Inc. Timothy is based in Jefferson, IA and serves clients in 29 states across the U.S.
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.
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2
IA
04/22/2024 - Present
LPL Financial LLC (JEFFERSON IA)
IA
10/20/2017 - 04/25/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Jefferson IA)
IA
01/05/1998 - 10/20/2017
INVESTMENT CENTERS OF AMERICA, INC. (JEFFERSON IA)
IA
Issued 05/03/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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