Timothy
Fitzgerald

Lpl Financial LLC

CRD#4035141
Investment Advisor
in West Des Moines, IA

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About this Advisor

Timothy Fitzgerald is a financial advisor based in West Des Moines, Iowa, working with Lpl Financial LLC. Timothy has previously held positions at Global Atlantic Financial Group, Central Ia Society Of Financial Services, Justin Rowe Farms, Fitzgerald Tax Services LLC, Urbandale Chamber Of Commerce, Ffs, LLC, Wdf LLC, Urbandale Lions Club, Dm Business First Bni, Lpl Financial LLC, Waddell & Reed Inc, and various insurance carriers for W & R Insurance Agencies. Timothy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Iowa and Texas. Currently, Timothy is part of Lpl Financial LLC, which operates out of West Des Moines, Iowa. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

3636 Westown Pkwy; Ste 203
West Des Moines, IA 50266

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

IA Average: $646,059,043
Total Number of Employees

35,841

IA Average: 13
Total Number of Accounts

1,910,545

IA Average: 661
Average Account Size

$242,588

IA Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Timothy Fitzgerald Work History

2021 - Present (3 years)

Lpl Financial LLC

2020 - 2021 (1 year)

Urbandale Lions Club

2019 - 2021 (2 years)

Ffs, LLC

2019 - 2021 (2 years)

Wdf LLC

2019 - 2021 (2 years)

Urbandale Lions Club

2019 - 2021 (2 years)

Dm Business First Bni

2019 - 2020 (1 year)

Dm Business First Bni

2017 - 2017 (< 1 year)

Urbandale Chamber Of Commerce

2017 - 2019 (2 years)

Urbandale Lions Club

2016 - 2021 (5 years)

Fitzgerald Tax Services LLC

2016 - 2021 (5 years)

Waddell & Reed Inc

2016 - 2021 (5 years)

Various Insurance Carriers For W & R Insurance Agencies

2015 - 2021 (6 years)

Justin Rowe Farms

2014 - 2017 (3 years)

Central Ia Society Of Financial Services

2013 - 2016 (3 years)

Global Atlantic Financial Group

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Disclosures

Please visit the SEC profile of Timothy Fitzgerald to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Elizabeth Brennan
Fort Mill, SC
Amanda Murray
Cohasset, MA
Charles Christy
Metairie, LA
Gregory Peebles
Dublin, CA
Philip Reed
South Portland, ME
Paul Wallin
San Antonio, TX
Yixuan Cheng
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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