TimW. Geisbauer- Financial Advisor Lufkin, TX

Home > Financial Advisor Directory > texas > lufkin

About Tim W. Geisbauer

Our goal at Geisbauer Wealth Management is to be your most trusted partner through our professional knowledge, our integrity and our personalized service. We are completely independent and this ensures our advisors will always have the freedom as they continually strive to act in your best interest. Managing risks, low investment costs and competitive return potential. We do this through a variety of features that can be of great benefit to investors like you:

Extensive Diversification - Instead of holding only some stocks and bonds, your portfolio will feature thousands of securities from as many as 19 separate asset classes and market sectors. This investment strategy helps manage risks as part of our goal to help you to earn more competitive returns.

Independent Research - Our investment process leverages well over 100 years of collective investment management expertise on the part of our research partner, LPL Financial, and is founded on the premise that sound science backed by decades of academic research offers the smartest approach to investing.

Account Protection - The LPL Financial SIPC membership provides account protection up to a maximum of $500,000 per customer, of which $100,000 may be in cash. For an explanatory brochure, please visit www.sipc.org. Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575,000,000, subject to conditions and limitations.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

LPL Financial and Geisbauer Wealth Management do not offer tax or legal services.

See Disclosures

General Information

Firm Start Year

2002

No. of Employees

CRD#

4799605

Firm CRD#

6413

Insurance License#

0E46196

Name of Broker/Dealer

LPL Financial Corporation

States Licensed in

TX, AZ, CA, FL, ID, IL, NJ, NY, and UT

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Risk Management, Money Management, Wealth Management, Retirement Planning

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 7, Series 24, Series 66

Insurance and Annuity Licenses

Long Term Care, Variable Life, Disability, Annuity, Life, Variable Annuity

Financial Organization Memberships

Financial Planning Association (FPA)

Non-Financial Organization Memberships

We give our time and money to support worthwhile local and national charities and provide pro bono financial planning services to those who otherwise can't afford it.

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

25,000

Compensation Methods

Commissions, Based on Assets, Hourly, Flat Fee

Fee % Based on Assets

Hourly Rate

$100

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Tim W. Geisbauer is a Registered Representative with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC..

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Tim W. Geisbauer

Geisbauer Wealth Management