Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Schaefer is a financial advisor with LPL Financial LLC, based in Morris, MN. Timothy has been working in the financial services industry since August 1994. Timothy is registered with FINRA and holds Series 7, Series 63, and SIE licenses. He is also a Certified Financial Planner. Prior to joining LPL Financial LLC, Timothy worked for Securities America, Inc., Eagle One Investments, LLC, Miller, Johnson & Kuehn, Incorporated, and Fintegra, LLC.
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
MN
03/16/2020 - Present
LPL Financial LLC (MORRIS MN)
MN
12/16/2003 - 03/16/2020
SECURITIES AMERICA, INC. (MORRIS MN)
IA
08/12/1998 - 12/17/2003
EAGLE ONE INVESTMENTS, LLC (WASHINGTON IA)
NA
07/21/1998 - 08/12/1998
EAGLE ONE INVESTMENTS, LLC
MN
04/08/1998 - 07/24/1998
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
MN
01/09/1998 - 04/15/1998
FINTEGRA, LLC (MINNEAPOLIS MN)
MI
08/18/1994 - 12/31/1997
PROFESSIONAL ASSET MANAGEMENT, INC. (TROY MI)
IA
Issued 09/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Schaefer is the right advisor for you? Invested Better is here to help.
