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Timothy J. Drechsel

Investment adviser representative at LPL Financial LLC
18 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

18 years in the industry.

  1. LPL Financial LLCJan 2025 to now
  2. Wintrust Wealth ManagementNov 2021 to Jan 2025
  3. J.P. Morgan Securities LLCOct 2012 to Oct 2021
  4. JP Morgan Chase Bank NAJun 2010 to Oct 2021
  5. Infinite InstructionFeb 2008 to Sep 2017
  6. The Ex Factor Tutoring ServiceFeb 2008 to Sep 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 2 states (IL, TX).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5802797
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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