Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Lorenz Haubenstricker is a financial advisor registered with LPL Financial LLC. Timothy has been in the financial services industry for over 23 years. Timothy has earned several licenses including Series 6, 7, 63, and 65 and has experience in various financial products and services. He provides investment advisory services to individual clients and businesses, including financial planning, portfolio management and retirement planning. Timothy is a member of the Financial Industry Regulatory Authority (FINRA) and is registered in 10 states including Arizona, Colorado, Florida, Iowa, Michigan, Minnesota, Texas and Wisconsin. Timothy is based in Rochester, Minnesota.
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
MN
07/21/2021 - Present
LPL Financial LLC (ROCHESTER MN)
MN
08/03/1998 - 07/21/2021
WADDELL & REED (ROCHESTER MN)
IA
Issued 04/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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