Tim W. Geisbauer

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About Tim W. Geisbauer

Tim Geisbauer is Founder of Geisbauer Wealth Management, a comprehensive wealth planning firm. Tim has been helping individuals and their families create strategies that see to maximize their personal wealth and attain financial confidence for over 17 years. He is a Certified Financial Planner^™ professional and a Registered Principal working through LPL Financial, a registered broker dealer. Tim strives to be your most trusted advisor through his hard work, loyalty, and availability of professional resources. He is a committed partner in helping clients work towards what is meaningful in their lives. He is completely independent and this ensures he has the freedom to act in your best interest through an advisory relationship.

Tim believes the best way to pursue financial success is to embrace a life-long financial plan coupled with proper investment risk management. Tim's ultimate goal is to protect your money during times of anticipated negative volatility so there is capital to invest when new opportunities present themselves. Tim has a Bachelor of Arts degree in Economics from California State University at Northridge and a Masters of Business Administration in Financial Planning from California Lutheran University. He also holds the FINRA series 7, 66, and 24 securities registrations through LPL Financial.

Tim, his wife Carrie, and their sons Logan and Luke reside in Lufkin Texas with their retired guide dog breeder Bea.

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 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/edam/format/disclosure/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..

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Geisbauer Wealth Management