Timothy Paul Siefer
Investment adviser representative at LPL Financial LLC
13 yearsExperience
13 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
13 years in the industry.
- LPL Financial LLCJul 2021 to now
- Siefer & Kelly Management LLCJun 2019 to Jul 2021
- Park & Recreation- Athletics (crusaders)Jul 2016 to Jun 2019
- Various Insurance Carriers for W&r Insurance AgenciesMay 2014 to Jul 2021
- Waddell & Reed IncJun 2013 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 13 states (CA, CO, IA, ID, KS, MO, MT, NJ, NM, OH, PA, TX, WA).
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
- 6101092
- Firm CRD
- 6413